HELPFUL TOOLS, FORMS & DOCUMENTS
We’re always looking for ways to make your life easier.
Here, you’ll find a range of practical tools, insightful documents, and forms you’ll need for various financial matters. If you can’t find what you’re looking for, just ask.
Tax checklist
Brief taxation checklists that you can use to summaries your end of year tax information.
Client forms
Standard Ascent forms that make it easy to update your details and payment preferences.
Info sheets
Get up-to-date information and changes to legislation, as well as useful information to keep your business running smoothly.
- Key lodgement dates with ATO
- Car deduction rates
- New business establishment chart
- Superannuation
- Payroll procedures
- Tax invoices
- Gearing Properties
- Gearing shares
- Current Years Income Tax Rates (all individuals)
- Past years Resident Individual Tax Rates
- Low income Offset
- Div7A - Benchmark Interest Rate
- FBT - ATO Benchmark Interest Rate
Referral rewards
Referrals and endorsements from our valued clients are one of our highest honours. When you successfully refer someone to Ascent and they become a client, you’ll receive a Gift Voucher. The value of the gift voucher is dependent on the estimated compliance fee for the business, as follows:
You’ll receive your voucher once the new client has accepted our letter of engagement.
| Compliance | Voucher Value |
|---|---|
| $187 - $750 | $20.00 |
| $750 - $1,250 | $50.00 |
| $1,250 - $2,000 | $100.00 |
| $2,000 - $4,000 | $150.00 |
| $4,000 plus | $200.00 |
Related websites
Looking for more? Check out these industry-related websites.
- Australian Tax Office
- Wageline (DOCEP)
- Xero
- MYOB
- Quickbooks Online
- ASIC
- ASIC Connect
- ABN Lookup
- CPA Australia
- Super Fund Lookup
