Guides, templates and tools
Free, sourced and kept up to date. Every rule links to the legislation or regulator it comes from, and every page shows when it was last reviewed.
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Guides
AML/CTF Tranche 2 for AccountantsAML/CTF Tranche 2 for accountants: which services are caught, AUSTRAC enrolment, CDD, reporting, penalties, plus two worked family group examples.Client onboarding for Australian accounting firmsHow Australian accounting firms onboard new clients and family groups: clearance, TPB proof of identity, APES 305, AML/CTF, TFNs, ATO and ASIC authority.Engagement Letters for Australian Accounting FirmsWhat APES 305 and the TPB Code require in an engagement letter: scope, fees, section 45 disclosures, family groups, reissue rules and e-signing.Payday Super guide for accountants (from 1 July 2026)Payday Super from 1 July 2026: the 7 business day rule, which holidays count, qualifying earnings, the new SG charge, STP changes and what to do now.AI for Accounting Firms in AustraliaHow Australian accounting firms can use AI safely: TPB, OAIC and APES 110 obligations, where AI helps and fails, vendor questions and client consent.Pricing Accounting Services in AustraliaPricing accounting work in Australia: fixed fees, time, value pricing, family groups, scope, rollovers, payment terms and GST under APES 305 and 110.
Calculators and checklists
Payday Super due date calculatorWork out when super is due under Payday Super. Counts 7 or 20 business days, skipping weekends and whole-of-state public holidays in every state.AML/CTF Tranche 2 readiness checklist for accountantsA tick-box AML/CTF Tranche 2 checklist for Australian accounting firms: scope, enrolment, compliance officer, risk assessment, CDD, SMRs and records.Customer due diligence checklist (AML/CTF, AUSTRAC)AML/CTF customer due diligence checklists for individuals, sole traders, companies, partnerships, trusts and SMSFs, cited to the AUSTRAC Rules 2025.New client onboarding checklist for accountantsTick-box checklist for onboarding a new accounting client in Australia: clearance, TPB proof of identity, AML/CTF, APES 305, TFNs, ATO and ASIC.Tax Return Checklist 2025-26 for IndividualsWhat to gather for an individual's 2025-26 tax return: income, deductions, WFH at 70c an hour, car at 88c per km, rental, CGT and crypto.EOFY Checklist for Business Clients 202630 June 2026 checklist for companies, trusts and sole traders: bad debts, prepayments, $20,000 write-off, super timing, Division 7A, STP and TPAR.Trust Distribution Checklist for 30 JuneTrustee resolutions by 30 June, streaming deadlines, section 100A under TR 2022/4 and PCG 2022/2, beneficiary TFN reporting and family trust elections.BAS Preparation and Review Checklist 2026-27Checklist for preparing and reviewing a BAS: GST, PAYG, FBT instalments, fuel tax credits, WET, and 2026-27 quarterly and agent due dates.Payday Super checklist for employers and advisersA Payday Super checklist for employers and their accountants: payroll set-up, 7 business day payments, STP reporting, records and SG charge.
Letter and message templates
Engagement Letter Template for Tax Returns (Australia)An original engagement letter template for an individual's tax return, covering the APES 305 matters and TPB section 45 disclosures. Free to adapt.Family Group Engagement Letter Template (Australia)One engagement letter for a family group: individuals, discretionary trust, company and SMSF, with entity, services and fee split schedules.Professional Clearance Letter Template (APES 110 s320)Original professional clearance request, client authority and reply templates for Australian accountants, based on APES 110 section 320.Client request email and SMS templatesFriendly email and SMS templates for accountants requesting documents, ID checks, signatures, TFNs and overdue items, written with the Spam Act in mind.
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