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Proposal Templates  /  Rebecca Mihalic
Accounting
available in app

Individual tax return with schedules
Impress new clients and win more business with our readymade individual tax return proposal...
Accounting
available in app

Individual income tax return
Our individual income tax return proposal template makes it easy for clients to accept your...
Accounting
available in app

Bookkeeping, payroll and GST
Spark lasting relationships right from the start with our ready-to-go bookkeeping and payroll...
Accounting
available in app

Company accounts with 3 options
Take your sales process up a notch with our compliance, bookkeeping and advisory services...
Accounting
available in app

Company annual accounts
Spark lasting relationships right from the start with our ready-to-go company annual accounts...
Accounting
available in app

Company accounts with GST & bookkeeping
Get your proposals out the door fast with our professional company annual accounts and...
Accounting
available in app

Trust annual accounts with GST
Impress new clients and win more business with our readymade trust annual accounts proposal...
Accounting
available in app

FBT compliance with 3 options
It’s simple to prepare and send an impressive proposal with this fringe benefits tax (FBT) return...
Accounting
available in app

Company compliance - 3 options (monthly)
Take your sales process up a notch with our compliance, bookkeeping and advisory services...
Accounting
available in app

Sole trader compliance (monthly)
Impress new clients and win more business with our readymade sole trader compliance services...
Accounting
available in app

Trust compliance (monthly)
Creating a professional proposal is a breeze with our trust compliance services proposal...
Accounting
available in app

SMSF compliance (monthly)
Spark lasting relationships right from the start with our ready-to-go compliance services for...
Accounting
available in app

Partnership compliance (monthly)
It’s simple to prepare and send an impressive proposal with our partnership compliance services...
Accounting
available in app

Company compliance (monthly)
Get your proposals out the door fast with our ready-to-go company compliance services proposal...
Accounting
available in app

Bookkeeping and payroll
Create a proposal with this bookkeeping and payroll proposal template, created by leading...
Accounting
available in app

ESS/ESOP Tax Review - New CGT Rules
Turn employee share scheme questions into clearly scoped, paid advice with this ready-made...
Accounting
available in app

Trust Structure Review / Restructure
Review a trust’s distributions, beneficiaries and potential tax exposure under the new tax rules...
Accounting
available in app

Group Structure Review – New Tax Rules
Offer clients a structural health check with this ready-made group structure review template,...
Accounting
available in app

Business Sale/Exit Option Review
Turn business sale and exit conversations into clearly scoped advisory engagements with this...
Accounting
available in app

CGT Advice/Review – Property and/or Shares
Turn CGT questions into paid advisory work with this ready-made template, created by an...

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