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ABN, GST & TFN
• ABN cancelled
• ABN issued
• GST cycle change
• GST registration
• GST regn cancelled
• TFN invalid
• TFN new
Accounting
• Benchmark report
• Lock data
• Sign – electronic
• Sign – short letter
• Sign – long letter
• Sign – SMSF
• Trustee representation
Admin
• Appointment change
• Ethical letter received
• Ethical letter sent 1
• Ethical letter sent 2
• Mail returned
ASIC
• Annual review
• Annual fee reminder
• Company changes
• Deregister
• Deregister – forgive loan
• Statement
Assessments
• Amended – by client
• Amended – payable
• Amended – refund
• NIL assessment
• Payable
• Payable with GIC
• Refund
• Refund – fee deducted
• Super guarantee
Audits
• Medicare levy surcharge
• No further action
• Omitted income – penalty
• Omitted Income – no pen.
BAS
• Bank details needed
• Client to prepare
• Sign – electronic
• Sign – mail
• Sign – in person
FBT
• Sign – mail
Fees
• Authority to deduct
• Cheque dishonoured
• Owing but new work In
• WIP billed
Lodgements
• Notice – BAS
• Notice – FBT
• Notice – income tax
• Notice – PAYGW annual
• Penalty imposed
• Warning – general
• Warning – BAS
• Warning – PAYGW annual
PAYG Instalments
• Change amount or rate
• Change quarter to annual
• Entry
• Exit
• Notice – annual
• Notice – quarter
PAYG Withholding
• Cancellation
• Registration
• Variation approved
• Variation sign
Payments
• Debt collection agency
• GIC
• Overdue
• Plan with default risk
• Plan by Instalments
• Plan by lump sum
• Statement – income tax
Queries
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• Job queries sent
• Job queries reminder
Records Requested
• Accounting
• Authority to release
• BAS
• FBT – accounts
• FBT – return
• PAYGW variation – CY
• PAYGW variation – NY
• Return
• SMSF
• Trustee resolution
Returns
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Sign – mail or email
Sign – In person
Super
• Complying SMSF
• SGC transfer
Accountants Desktop
Letters (NEW)
Letter Statement Income Tax
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