As 30 June is almost upon us, now is an optimal time to check in with your clients for tax planning for the 2017/18 financial year.

Achieving consistency throughout a firm a paramount to all accounting firm strategies. Developed with this in mind, these tools will provide confidence and consistency in approaching the year-end client management process.

Below are letters, conversation checklists, procedures and client worksheets that can be used throughout your firm for the 2017/18 tax year.

Tax Planning for Small Businesses

Review of the Business Questionnaire

Tax Changes for Small Businesses