FORMS, CHECKLISTS AND TIPS

PAYG Witholding Variation Forms

We strongly recommend that you seek our guidance on preparing these forms. They are generally suited to individuals who have high tax deductions including tax deductions against allowances received and those with negatively geared properties. There are ramifications for incorrectly estimating your income and deductions when applying for the variation.

Investments:

Rental Property Checklist

Shares Register Template

Dividend Register Template

Property & Shares CGT Checklist

Income Tax:

Individual with Business Checklist

Client Interview Checklist (please complete this checklist prior to sending your information or attending your tax appointment)

Education Tax Refund Checklist

Occupation specific checklists: (if occupation checklist is not listed please use general deduction checklist)

General Deduction Checklist

Police Deduction Checklist

Pilot Deduction Checklist

Nurses Deduction Checklist

Teacher Deduction Checklist


Payroll Tax Tables effective 01/07/2011

Weekly PAYG Withholding Schedule for Employers

Fortnightly PAYG Withholding Schedule for Employers

Monthly PAYG Withholding Schedule for Employers


Business Tax Tips

Structures

Turning a home into an investment property

Business Plan

MYOB - Setting up Super Salary Sacrifice


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