Client resources

Forms, letters & checklists

Everything you need before your appointment, ready to download as PDF.

Terms of engagement

Please read, sign and return the engagement letter that applies to you.

Tax return & BAS checklists

Work through the checklist before your appointment so nothing is missed.

Previous years’ checklists

Keep your details safe. Please don’t send your tax file number, bank details or identity documents through our website form. We will tell you the secure way to provide them.