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.
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.
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.
This form needs to be completed and processed yearly before 30th June to ensure you obtain the tax benefits all year.
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.
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.
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.
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.
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.
Look up ASIC Company Name Search (link below) before completing this form to ensure your preferred company name is available.
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.
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.