Collating your tax and financial information has never been easier with our newly improved, Downloadable Tax Information Spreadsheet.

Getting Started:

  1. Download the Excel document using the button below.
  2. Start at the first tab of the spreadsheet titled Virtual Meeting.
  3. Work your way down to Section 5. If you answer yes to a question as you go along, additional information through the LINKS to the right.
  4. Once completed, email through your completed spreadsheet and any supporting documents to our team at

Using our downloadable tax information spreadsheet will help to keep your fees low, our knowledge of your personal situation high and alert you to areas that we may need to look at. The tax form will also act as a personal record of your tax data for the financial year.

Is your email too large to send?

Email your completed spreadsheet to and request a link to our Microsoft OneDrive for easy uploading.

Have Questions? Get Answers!

Contact our office on 07 3367 3155 or email

Let us know your feedback…

If you have any recommendations, concerns or questions about our new form, we’d love to hear it.  Let us know your thoughts by emailing

Let’s Talk. No Cost.
No Obligation.

A successful business involves more than just record keeping.