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GNS Group

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Client Checklists
 

Our clients often ask how best to present their annual Taxation information to us for processing. Clients generally want to provide all of their information to us in the easiest manner to review as this not only helps to keep our time and costs as low as possible but more importantly, avoids clients being tarnished as a 'shoe box' client.

 

The following documents can either be printed off and filled in manually, or you may find completing the worksheets easier on the computer.

 

The worksheets contain many formulas and automatic totals to save you from adding everything up yourself.

 

Completed checklists and worksheets can be emailed through to GNS or copied onto a CD or USB stick to provide with the hard copy original PAYG Payment Summaries, Dividend Statements, Loan & Bank account statements etc.

 

The following documents can be used whether you are an Individual, Couple, Company, Trust or Super Fund.

 
 
Right click and "save as" to download to your computer
 
Individual Tax Checklist
 
Investment Income Worksheets
 
Business Income Worksheets
 
 
Terms of Engagement
 
The partners of GNS Group are Certified Practicing Accountants (CPA's). Our business participates in a program of peer review as part of the CPA Quality Assurance Program. This benefits not only GNS Group, but also our clients as we strive to maintain the highest quality systems and processes demanded by our constantly changing profession. By providing information and documentation to GNS Group on a frequent basis (quarterly or annually), our clients are covered under a general Terms of Engagement as set our in the following brochure for their Accounting and Taxation needs. Customised and more detailed Terms of Engagement are produced for all Fixed Price Agreement, Audit and Financial Planning clients. Should you wish to receive a customised Terms of Engagement or an upfront fee estimate, please contact any of our staff.
 
Download Terms of Engagement