| Calculations | Forms | Invoices | Letters | 
|---|---|---|---|
| BAS Summary & Recon | Accounts Procedures – Business | Accounts – Company | Accounts Letter | 
| CGT – Property | Accounts Procedures – SMSF | Accounts – SMSF | Accounts Letter SMSF | 
| Division 7A Loans | BAS Procedures | Activity Statement | Assessment – EFT | 
| Hire Purchase Schedules | FBT Car Details | Advice – Negative Gearing | Assessment – Pay | 
| Interest – Mixed Loans | Interview – Annual Business Job | ASIC Annual Review | BAS Info Request | 
| JobPapers (Accounts, BAS, FBT, Individual Rtn) | Interview – Tax Return | PAYGW Variation | BAS Letter | 
| Rental Income Summary | Records – Query Sheet | Registrations – Bus Commence | FBT Odo Readings | 
| Tax Planning | Records – Business Short | Return – Individual | Fees Owing New Job In | 
| Tax Provision & Franking | Records – Personal Return Short | Return – Individual with Rent | Records Requested | 
| Wages & Super Reconciliation | Records – Super Fund Short | Super – SMSF Establishment | Return Letter | 
