2021 year-end tax resources
Checklists to help with 2021 tax returns
Our templates and checklists are in an editable form so you can customise them to your own practice. Your clients can then complete the forms in soft-copy and return them to you by email.
Additional checklists, guides and letters will continue to be listed as they become available.
Company tax returns
This checklist provides a general list of major issues that public practice members should address during tax preparation, along with detailed instructions.
Individual tax returns
Residential rental properties
Trust tax return preparation
Self-managed superannuation fund return preparation
Division 7A
Division 7A: Unpaid present entitlement (UPE)
Personal services income (PSI) or PSB self-assessment
Client letters
Useful letters to help you communicate with your clients.
Workpapers
These spreadsheets have formulas to calculate values. Always check that the calculations are correct.
Useful client substantiation documents
A client letter template and substantiation declaration makes sure clients retain original receipts and other documentation. This provides proof of any deductions claimed for work, car and business travel expenses.
This letter covers tax return preparation for individuals and different entities and provides guidance on what you may wish to tailor for particular clients.
Year end documents
Library resources
The following titles are available for members to borrow from the CPA Australia library. You’ll need an online account with us to access these resources.
You can also access our year end checklists for previous financial years.
Discover more
Taxation
Discover all you need to know about Australian and New Zealand taxation legislation
- Taxation
Malaysia Taxation
Members in Malaysia may study a local taxation subject offered by Sunway TES and Universiti Tun Abdul Razak.
- Taxation
Taxation study options
Recent changes to taxation study in the CPA Program mean that it’s easier to choose the subjects that suit your career goals
- Taxation
Singapore Taxation
This subject provides you with leading-edge, specialised training in the area of Singapore taxation
- Taxation
CPA Australia Tax News
29 February 2024
- Taxation
Fiji Taxation
Members in Fiji may study a local taxation subject offered by the University of the South Pacific (USP)
- Taxation