Templates

Templates and worksheets

Tools for organising records before an appointment. Active PDF generators run in the browser and do not send worksheet entries to the website.

Choose a template Back to resources
Available

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.

  • Sole traders preparing annual records
  • Small business owners collecting figures before an appointment
  • Clients who want a clean PDF summary to bring to the office
Open Profit and Loss Statement
Available

Checklist

Tax Appointment Checklist

A preparation checklist for income records, deduction receipts, investment details, and ATO letters before a tax return appointment.

  • Individuals preparing an annual tax return
  • Clients with work-related deductions
  • Clients bringing ATO correspondence to the office
Open Tax Appointment Checklist
Available

Checklist

BAS Records Checklist

A business records checklist for sales, expenses, GST coding, payroll records, and bank reconciliations before BAS review.

  • GST-registered small businesses
  • Sole traders preparing BAS records
  • Employers collecting PAYG and payroll summaries
Open BAS Records Checklist
Available

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.

  • Rental property owners preparing annual tax records
  • Clients collecting property manager statements and loan interest summaries
  • Owners who want a clean PDF summary of rental property figures
Open Rental Property Income and Expense Statement

Privacy

What these templates are for

Preparation only

Templates help organise records before advice, review, or lodgement work.

Browser-only forms

The active worksheet creates a file locally in the browser.

No credentials

Do not enter TFNs, bank passwords, card numbers, or portal logins.

Merrylands 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

Send an enquiry (02) 9637 3839