Articles
Plain-English guides for tax return preparation, BAS records, bookkeeping habits, and ATO correspondence.
- Tax appointment preparation
- BAS and GST record basics
- Bookkeeping habits for tax time
Resources
Practical tax and accounting resources
A central place for articles, appointment checklists, downloadable templates, and browser-only worksheets that help clients prepare records before contacting the Merrylands office.
Library sections
Choose the type of support you need
Checklists
Short preparation lists for clients who want to collect the right records before speaking with the office.
- Tax appointment checklist
- BAS records checklist
- Record privacy reminders
Templates
Simple downloadable worksheets and documents that stay in your browser and help organise business records.
- Profit and loss statement
- Rental property worksheet
- BAS record summary
Calculators and worksheets
Practical browser-only calculators and worksheets for tax, GST, superannuation, totals, and appointment preparation.
- Income tax and GST estimates
- Employer super contribution estimate
- Savings and compound interest scenarios
Templates and worksheets
Downloadable preparation tools
Active browser-only tools now include a profit and loss statement, tax appointment checklist, BAS records checklist, and rental property statement.
PDF worksheet
Profit and Loss Statement
Enter income and expense totals in your browser and download a simple profit and loss statement PDF for discussion with the office.
Checklist
Tax Appointment Checklist
A preparation checklist for income records, deduction receipts, investment details, and ATO letters before a tax return appointment.
Checklist
BAS Records Checklist
A business records checklist for sales, expenses, GST coding, payroll records, and bank reconciliations before BAS review.
PDF worksheet
Rental Property Income and Expense Statement
Prepare a rental property income and expense summary for tax appointment preparation, including rent, agent fees, interest, rates, strata, insurance, and repairs.
Calculators
Browser-only tax and finance calculators
Use local calculators for tax, GST, super, budgeting, savings, debt, investment fees, net worth, and life-cover estimates before speaking with the office.
Tax calculator
Income Tax Calculator
Estimate Australian resident income tax, Medicare levy, marginal rate, and after-tax income by financial year.
Business calculator
GST Calculator
Add or remove GST from an amount and show the GST-exclusive price, GST component, and GST-inclusive price.
Super calculator
Employer Super Contributions Calculator
Estimate minimum employer super contributions from income, pay frequency, age, and weekly hours.
Budget calculator
Simple Money Manager
Compare money coming in with money going out across a chosen weekly, fortnightly, monthly, quarterly, or annual period.
Articles
Recent practical guides
Article
What to bring to your tax return appointment
A practical checklist for income statements, deductions, rental and investment records, and ATO correspondence — plus what the pre-fill does not cover.
Read What to bring to your tax return appointment
Article
BAS basics every small business owner should understand
What a BAS actually reports, the GST coding errors that cost money, and how to keep cash aside so lodgement day is not a shock.
Read BAS basics every small business owner should understand
Article
Bookkeeping habits that make tax time genuinely easier
Bookkeeping is not data entry — it is building an audit-ready trail during the year so you can make decisions on real numbers, not guesses.
Read Bookkeeping habits that make tax time genuinely easier
Article
What to do when you receive a letter from the ATO
Most ATO letters are routine. The worst outcomes come from ignoring them or responding without records — here is how to read one calmly and act.
Read What to do when you receive a letter from the ATO
Article
How to organise your deduction records before tax time
The deduction that gets denied is usually a records problem, not an eligibility problem. Here is how to sort yours so nothing legitimate is left out.
Read How to organise your deduction records before tax time
Article
Small business records to review before BAS time
A reconciliation-first checklist for sales, purchases, payroll, and finance records so your BAS reflects what actually happened in the business.
Read Small business records to review before BAS time
Article
Rental property tax records every owner should keep together
The value in rental records sits in two places: not missing deductions spread across many providers, and getting the repairs, improvements, and capital gains records right from day one.
Read Rental property tax records every owner should keep togetherMerrylands office
Ready to discuss your tax or accounting matter?
Send an enquiry or call the office to arrange an appointment. If you are contacting us about a tax return or BAS, include the type of work you need help with and any upcoming deadlines.
Suite 2, Level 1, 204 Merrylands Road, Merrylands NSW 2160
Open Monday to Friday, 9:00 AM – 6:00 PM