Description
(Core Revenue Bundle)
Purpose & Importance
This is the foundation bundle for every accounting firm. It supports annual tax return preparation, statutory compliance, deadline management and client coordination. It reduces errors, speeds up lodgments, and protects the firm against missed information and misunderstandings.
This bundle is used every year, for almost every client, making it the highest-volume and most indispensable document template bundle for Australian accounting professionals.
Includes:
- Client Engagement Letter
- Welcome Letter To New Clients
- End of Year Financial Checklist Letter
- Tax Return Cover Letter
- Annual Financial Report Summary Letter
- Reminder for Upcoming Deadlines
- Letter Acknowledging Receipt of Documents
- Explanation of Financial Statement Terms
- Statement of Financial Position Letter
- Confirmation of PAYG Obligations Compliance
- Trust Distribution Reporting Letter
- BAS Lodgment Reminder Letter
- Application for Non-Lodgment of Tax Return Letter
- Request for Historical Financial Statements Letter
- Request for Prior Year Tax Returns
- Request for Details of Outstanding Obligations
- Director’s Declaration Preparation Letter
- Year-End Adjustment Summary Letter
- Notification of Late Lodgment Penalties Letter
- Confirmation of Compliance with PAYG Withholding Letter
