Free resources to keep your finances on track

Practical checklists and guides for individuals, sole traders, and small businesses. Download, save, and use them whenever you need — no email address required.

Xero Certified Partner

Downloadable checklists & guides

All resources are free. Simply click to download as PDF.

Resource Who it’s for Download
Tax Returns
Tax Return Checklist — Individual 
Everything you need before your personal tax return appointment.		 Individuals [Download PDF]
Tax Return Checklist — Small Business
Annual tax return preparation for companies, trusts, and partnerships.		 Companies, trusts, partnerships [Download PDF]
BAS & GST
BAS Preparation Checklist
Get your accounts ready before each quarterly BAS lodgement.		 All GST-registered businesses [Download PDF]
Business Management
New Business Setup Checklist
Step-by-step guide to setting up your new business the right way.		 New business owners [Download PDF]
Hiring Your First Employee Checklist
Everything before and after hiring your first team member.		 Small business owners [Download PDF]
Vehicles
Vehicle Logbook Guide & Template
How to keep a valid logbook to maximise your motor vehicle deduction.		 Sole traders, tradies, employees [Download PDF]

Ready to get started?

Book a tax return appointment or a new business consultation.

Book an Appointment