Commercial In Confidence
The following pages are for use within our Tax Mate group and are not for sharing with the general public or any other organisation.
These pages are intended to assist you with providing your clients with a total quality service
| Title | Description |
|---|---|
| Form: All | Links to a table containing all forms |
| Form: PayPal Invoice | Links to PayPal facilities and instructions |
| Form: Individuals - New Client | Links to Word CU form for a new client - can also be created within Elite - Gives us permission for us to interact with ATO for client |
| Form: Service Agreement | Links to blank Service Agreement and instructions |
| Forms: Additional services | Links to a table containing all additional services including: - Business Plans - Accounting - Risk Management Plans - Business Growth Plans - MYOB/Quicken establishment - MYOB/Quicken training |
| Forms: Customer Complaint | Links directly to the Customer Complaint Form |
| Checklists: All | Links to a table containing all checklists including: - Tax Returns (Individual, Company, SMSF and Trusts) - Partnership Returns - All ATO required returns - Start-ups - All other services |
| Checklist: Individuals - ITR Summary 2017 | Links to a checklist of limits, rates and changes for 2017 Contains links to - distance searches and |
| Checklist: Individuals - ITR & Schedules 2017 | Links to a table containing all ITR Schedule Checklists for 2017 |
| Checklist: Start-ups | List toa table containing all checklists for business start-ups |
| Publications - All | Links to a list of all publications |
| Publications - Welcome to Tax Mate | Links directly to "Welcome to Tax Mate" - this publication is to be given to all new clients |
| Policy & Procedures: Tax Mate | Links directly to Tax Mate's Policy & Procedures |