Client Resources

YBM Checklists & Downloadable Forms

Our checklists and downloadable forms have been designed to ensure we have all the information we need to service you in the best possible way.  Whether it is end of financial year (EOFY) tax work or managing your employees, please see the resources below.

Feel free to let us know if we are missing any other forms that could be of use!

  1. EOFY Checklist for Business clients
  2. EOFY Checklist for Individual Tax Returns
  3. EOFY Checklist for Primary Producers
  4. EOFY Checklist SMSF
  5. Checklist for New Business set-up
  6. Checklist for New Employee onboarding
  7. Single Touch Payroll – Employee details
  8. Single Touch Payroll – Pay details
  9. Single Touch Payroll – Employee and Pay details (excel spreadsheet)

Other Useful Links

  1. TFN Declaration forms directly from the ATO
  2. Superannuation Choice forms directly from the ATO
  3. Fair Work Information Statement from the Fair Work Ombudsman website
  4. Fuel Tax Credit rates, and applicable dates, can also be found at the ATO website
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