Resources

Our resources are designed to make things simpler, clearer and more manageable – helping you stay organised, meet your obligations and get the most out of your work with us. Whether you're preparing for tax time, checking key lodgement dates or looking for a quick answer, this is your go-to hub for practical support.

Checklists & Tools
Simplify the prep.

Our checklists and tools remove the guesswork from preparation. Whether you're lodging a return or meeting FBT obligations, these resources help you gather the right information, stay compliant and make the most of your time with us.

Available checklists and tools include:

Recruit

↓ 2025-26 Timesheet Workbook

↓ Expense Reimbursement Template

Tax

↓ 2025-26 Small Business Tax & Compliance Calendar

↓ Income Tax Return Checklist

↓ Motor Vehicle Logbook Template

FBT Declarations:

↓ 50/50 Split Method Election

↓ Exempt Motor Vehicle Declaration

↓ No-Private-Use Declaration