How to prepare for your accounting appointment
A practical checklist for organising records, questions and priorities before meeting McGregor Accounts in Marrickville or online.
Resources
Free resources
Tax return checklistCalculators: income tax, CGT, GST and superNews & articles
A practical monthly review of your business records
Organise bank transactions, invoices, receipts and questions each month so your business records are easier to review and explain.
BAS deadlines for sole traders: the 2025-26 calendar
A practical guide to the usual quarterly BAS dates and planning ahead for lodgement.
GST registration: the $75,000 threshold explained
How GST turnover works, when registration is generally required, and what to check before you register.
Deductions sole traders often overlook
A record-keeping-first guide to common business costs that may be deductible.
PAYG instalments: why the ATO asks you to prepay tax
What instalments are, how the rate or amount is set, and what to consider if income changes.
Working from home: fixed rate or actual cost?
Understand the records and expenses involved in the ATO fixed-rate and actual-cost methods.
Hiring your first employee: payroll obligations to plan for
An overview of PAYG withholding, payroll reporting, super and workers compensation checks.
Rental property deductions: what to keep in mind
A high-level guide to rental income, running expenses, repairs and capital costs.
Instant asset write-off for 2025-26: eligibility matters
A short guide to the 2025-26 threshold and the eligibility checks to make before claiming.
Paid resources
Open paid resources in the portalPurchased products are separate from client guides for your accounting engagement.
The sole trader tax return preparation checklist
A structured checklist covering income, expenses, registrations and records to gather before tax time.
A practical record-keeping system for small business
A premium guide to organising source documents, setting a weekly routine and knowing what to retain.
The monthly bookkeeping close checklist
A repeatable month-end routine for reconciliations, source documents, payroll and unresolved items.
The BAS preparation checklist
The records and control checks to complete before a BAS is prepared or sent to your registered agent.
The deduction evidence checklist
A practical evidence-first review for business costs, mixed-use expenses, assets and unusual transactions.
Tax provision and cash-reserve worksheet
A general planning worksheet for separating tax cash, recording assumptions and reviewing the reserve regularly.
Small-business document retention guide
A filing guide for tax, payroll, corporate, asset and contract records, with a review-before-destruction process.
End-of-financial-year accountant handover checklist
A clean handover structure for reports, reconciliations, supporting records and questions at year end.