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Tax workpapers

A range of workpapers to assist public practitioners with taxation matters.

Prepayments schedule Blue lock

Workpaper that can be used to record prepayments for an engagement.

Livestock schedule Blue lock

Workpaper that can be used to record gross livestock income / loss for an engagement.

Dividend income schedule Blue lock

Workpaper that can be used to record the dividend income received for the year from stocks held by a client.

Interest received schedule Blue lock

Workpaper that can be used to record interest received during the year.

Rental property schedule Blue lock

Workpaper that can be used to record rental property income and expenses and the resulting net profit / loss.

Home loan reconstruction spreadsheet Blue lock

Spreadsheet that can be used to assist in determining the tax deductible interest payments on single loan with dual purpose.

Tax losses schedule Blue lock

Workpaper that can be used to record the schedule of tax losses.

Motor vehicle expense schedule Blue lock

Workpaper that can be used to record and determine the total motor vehicle expenses to claim.

Tax return amendment job sheet Blue lock

Workpaper that can be used to record the reason and result of a tax return amendment.

Trust income distribution schedule Blue lock

Workpaper that can be used to record the income distributions from a trust or fund held by a client.

Share register workpaper Blue lock

Workpaper that can be used to record the share transactions for a stock, trust or fund held by a client.

Primary production business schedule Blue lock

Workpaper that can be used to record net primary production income / loss for an engagement.

Non primary production business schedule Blue lock

Workpaper that can be used to record net business (non-primary production) income / loss for an engagement.



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