Resources
News, articles, free tools and paid guides for tax and business records.
A practical monthly review of your business records
Organise bank transactions, invoices, receipts and questions each month so your business records are easier to review and explain.
Read moreHow to prepare for your accounting appointment
A practical checklist for organising records, questions and priorities before meeting McGregor Accounts in Marrickville or online.
Read moreBAS deadlines for sole traders: the 2025-26 calendar
A practical guide to the usual quarterly BAS dates and planning ahead for lodgement.
Read moreGST registration: the $75,000 threshold explained
How GST turnover works, when registration is generally required, and what to check before you register.
Read moreDeductions sole traders often overlook
A record-keeping-first guide to common business costs that may be deductible.
Read morePAYG instalments: why the ATO asks you to prepay tax
What instalments are, how the rate or amount is set, and what to consider if income changes.
Read moreWorking from home: fixed rate or actual cost?
Understand the records and expenses involved in the ATO fixed-rate and actual-cost methods.
Read moreHiring your first employee: payroll obligations to plan for
An overview of PAYG withholding, payroll reporting, super and workers compensation checks.
Read moreRental property deductions: what to keep in mind
A high-level guide to rental income, running expenses, repairs and capital costs.
Read moreInstant asset write-off for 2025-26: eligibility matters
A short guide to the 2025-26 threshold and the eligibility checks to make before claiming.
Read moreBusiness Tax Toolkit
Eight guides covering business records, BAS preparation, deductions and year-end handover. Buy separately and access them in the Paid resources section of your portal.
Prices and termsThe sole trader tax return preparation checklist
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A structured checklist covering income, expenses, registrations and records to gather before tax time.
Read moreA practical record-keeping system for small business
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A premium guide to organising source documents, setting a weekly routine and knowing what to retain.
Read moreThe monthly bookkeeping close checklist
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A repeatable month-end routine for reconciliations, source documents, payroll and unresolved items.
Read moreThe BAS preparation checklist
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The records and control checks to complete before a BAS is prepared or sent to your registered agent.
Read moreThe deduction evidence checklist
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A practical evidence-first review for business costs, mixed-use expenses, assets and unusual transactions.
Read moreTax provision and cash-reserve worksheet
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A general planning worksheet for separating tax cash, recording assumptions and reviewing the reserve regularly.
Read moreSmall-business document retention guide
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A filing guide for tax, payroll, corporate, asset and contract records, with a review-before-destruction process.
Read moreEnd-of-financial-year accountant handover checklist
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A clean handover structure for reports, reconciliations, supporting records and questions at year end.
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