Forms & spreadsheets
We take the security of your personal and financial information seriously. Whether you are a current or former client, we require your written consent before releasing or transmitting any information from our office to a third party, such as a bank. Please choose one of the links below to download the appropriate consent form for your needs. The completed consent form must be forwarded to our office prior to information being released.
Third Party Consent – Individual
DownloadConsent form for individuals.
Third Party Consent – Business
DownloadConsent form for small businesses.
Here is a collection of forms you might find useful in preparing your return and financial statements.If you have any further questions, please don't hesitate to contact our office by sending a message or calling our office at 07 3236 2726 / 07 4639 3332
Rental property schedule (Excel version)
DownloadSummarise your rental income and expenses for either self managed or real estate agent managed properties.
Rental property schedule (PDF version)
DownloadSummarise your rental income and expenses for either self managed or real estate agent managed properties.
FBT motor vehicle information form
DownloadProvide us with the necessary information to calculate the private FBT portion of your motor vehicle used in your business.