CLIENT TOOLS

Stephen K. Shirley continually research the marketplace for tools that help our clients manage their business taxation affairs more easily.

The following links provide a checklist of information required for each respective tax year.

TAX CHECKLISTS

Tax Checklist 2023
Tax Checklist 2022
Tax Checklist 2021
Tax Checklist 2020
Tax Checklist 2019

CLIENT FORMS

If we’re setting up legal/formal entities on your behalf, you may require certain forms. These are available for download. Please contact our reception for a password, then login here.

AUDIT SHIELD SERVICE

Audits, reviews and investigations are conducted by the Australian Tax Office (ATO) and other state and federal government agencies. The Audit Shield Service offers comprehensive cover from legal costs associated with an audit. Read More.

SECURITIES TAX MANAGER (STM)

Stephen K. Shirley have been using the automated Securities Tax Manager (STM) since 1994 to reconstruct and maintain client investment portfolios of ASX listed securities and unlisted Managed Funds. It’s a highly efficient, timely, cost effective, tax compliant CGT and income reporting service. Read More.