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CPA Accountants Downloads

Cliftons, CPA Accountants & Business Advisors, offer a number of documents, reference materials and articles for you to download.  These range from checklists to information sheets to wealth creation and business management articles.

This library is not only a way of gathering information but also a means of interacting with Cliftons, for both our Bomaderry/Nowra office and Bowral office, servicing businesses in the Shoalhaven and Southern Highlands regions.  These documents are part of our extensive services and resources available to you.

Click on the links below for downloadable pdf versions.

Businesses

Business Client Information Sheet

 

Business Health Check questionaire

 

Fringe Benefits Tax - Information & Checklist

 

Information for Investors

 

Information for Rental Properties

 

Salary Sacrificing

 

Small Business More Worried about Hiring than Firing - an article by CPA Australia

 

Tax Structures Comparison

 

Year End Business Information Checklist

 

Year End Tax Tips 

 

Individuals

Household Budget  an Excel worksheet for your use

Individual Tax Return Checklist

 

Information for Investors

 

Information for Rental Properties

 

Medical Expenses Tax Offset

 

Salary Sacrificing

 

Year End Tax Tips