Helpful information, checklists and forms

Browse our client resources for smarter financial management in your business and personal life.

2017 tax return checklist

Use this handy checklist as a reminder of what you need to organise for tax time.
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Is it tax deductible? A checklist

Want to know what you can and can’t claim? This checklist helps clear up the confusion.
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What home office expenses are allowed?

This fact sheet explains what you need to know about home office expenses.
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