Tax form downloads - Komplete Accoutning Group

Form downloads and checklists

Please find various forms available to help assist you in your taxation requirements for business, personal and self managed super funds (SMSF).

SMSF Tax Return Checklist:
This document is a quick checklist of the main items that clients usually need to supply in order for us to prepare their end of year SMSF documents. Simply ensure that you have all the required documents then give us a call to arrange a consultation or a time that is convenient for us to collect those documents from you.

SMSF Checklist for Accountant

Discretionary Trust Income Resolution Template & Instructions:
We attach here for downloand a trustee resolution template to enable you to comply with new ATO regulations governing discretionary trust distributions.

Discretionary Trust Income Resolution Template

PAYGW Variation Checklist:
This document is a quick checklist and application for clients to complete should they wish to apply to apply for a PAYGW variation. Once completed simply sign, scan and sent it back to us and we will prepare your PAYG withholding variation form. Should we need anything further we will contact you. Otherwise we will lodge it to the Australian Taxation Office on your behalf.

TIP:
This form needs to be completed and processed yearly before 30^th June to ensure you obtain the tax benefits all year.

PAYGWV Checklist

Individual Tax Return Checklist:
This document is a quick checklist of the main items that taxpayers usually need to supply in order for us to prepare their end of year tax return. Simply ensure that you have all the required documents, then either give us a call to arrange a consultation or simply forward all the documents to us via email.

TIP:
By ensuring that you have all your documents and records prior to seeing us, it will make the tax return process much simpler with no fuss and a faster return.

ITR Checklist

Expense Register:
This document is an easy to follow register that allows you to list the expenses that you have incurred throughout the financial year that you wish to claim a tax deduction for. This document will serve as a summary sheet to ensure that you won’t miss out on any tax deductions in your tax return.

Simply fill out a register for each financial year, each time that you incur an expense. Place the original receipt in either a folder or envelope for safe keeping in the event that you may need it.

TIP:
Clients will often complete a separate register for different things to keep a good record. Example one register per investment property, or details of materials, tools, supplies, etc. or one for motor vehicle expenses such as fuel.

Client Expense Register

New Private Company Application Form:
If you would like to open a new private company, then this document is an easy form to record how you would like us to register it with the Australian Regulator for companies being ASIC (Australian Securities and Investment Commission).

Simply fill out the form and email it to us at info@KompleteAccounting.com.au and we will take care of the rest.

TIP:
Look up ASIC Company Name Search (link below) before completing this form to ensure your preferred company name is available.

ASIC Company Name Search

New Private Company Application Form

ITR Interview Sheet

This document may assist you in going one step further than the check list. This interview sheet is a document we use internally when interviewing clients in order to prepare their tax returns.

ITR Interview Sheet

Residential Property Investor Ownership Structure Options

Are you a property investor? Have you thought about buying a property in a different structure other than your name? for example in a company or family trust? This document is a quick visual extract of some of the considerations you need to take into account identifying the differences between each legal structure.

Residential Property Investor Ownership Structure Options

Sales RegisterThis document is an easy to follow register that allows you to list your sales you have received if you have a very small business or a little side hustle and you are not ready for an actual accounting program just yet. This document will serve as a summary sheet to ensure that you keep appropriate records of the sales that you have made.

Simply fill out a register for each sale that you and place the original receipt or invoice in either a folder or envelope for safe keeping in the event that you may need it.

TIP:Clients will often complete a separate register for each quarter. This works hand in hand with the Expense Register. So if you are doing quarterly summaries, print 1 x Sales Register + 1 x Expense Register, complete both and place all the original sales and expenses in an envelope. You will then have 4 x Envelopes for the Financial Year.

Sales Register

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Saturday (Tax season only): By appointment

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