Tax letter templates
Content Summary
Engagement templates
A pro forma template enables clients to authorise a registered agent to lodge Single Touch Payroll (STP) pay events on their behalf.
Client engagement and relationships
Get guidance on preparing an engagement document in accordance with APES 305 Terms of engagement.
Client substantiation
A client letter template and substantiation declaration ensures clients retain original receipts and other documentation. It can prove any deductions claimed for work, car and business travel expenses.
Client advice letters
A client letter template explains the key tax measures affecting businesses from the 2020-21 Federal Budget.
A draft client letter explaining the recent taxation changes and the effective tax preparation opportunities available before year-end. This includes a checklist of the records clients should provide when meeting with tax agents to prepare income tax returns.
This client letter template explains the Australian Taxation Office's (ATO) interpretation of the taxation treatment of dividends.
This client letter template explains taxation rules for Employee Share Schemes (ESS).
This client letter template explains the tax treatment of foreign employment income.
A client letter template outlines issues for trustees in exercising a discretion to distribute trust income.
A client letter template explains the commercial debt forgiveness provisions in Division 245 of the Income Tax Assessment Act 1997.
A client letter template explains the application of the GST provisions to real property.
A client letter template explains the key features of the general anti-avoidance provisions contained in Part IVA of the Income Tax Assessment Act 1936.
A client letter template explains the specific disclosures which must be made when taxpayers undertake transactions with international related parties.
A client letter template about loss recoupment tests for companies that have carried forward revenue losses and capital losses.
A client letter template explains the research and development tax credit regime.
A client letter template outlining the review and changes to the effective lives of various depreciating assets for residential properties.
A client letter template advising of benefit in reviewing salary packaging arrangements in light of the tax threshold changes.
A client letter template to explain the small business tax concessions available to small business entities.
A client letter template explains the TFN withholding regime for closely held trusts.
A client letter template outlines the approach the ATO accepts for the treatment of an unpaid present entitlement (UPE) owing by a trust to an associated private company beneficiary for the purpose of Division 7A.
Discover more
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