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Templates

For many people, managing one’s personal and business finances, tax return records and even budgeting can be nothing short of a nightmare.

That’s why our team of trusted experts has put together the comprehensive library below of financial and accounting templates that can help make your life easier. All of our templates are completely free to download, use, and edit as you see fit.

If there’s a template that you think we’ve missed, please feel free to contact us with your template suggestion.

Budget-Template

Tax-Return-Checklist

Invoice-Template-Word

Vehicle-Log-Book-Template

Invoice-Template-Excel

Balance-Sheet-Template

7 Great Reasons to Choose Us

  1. Comfort that an experienced, professional tax agent checks every return before its lodged with the ATO.
  2. Access to professional, experienced, qualified, transparent accountants who will answer all your questions and provide jargon-free advice.
  3. Convenient, fast and simple to use software exclusive to OTA. Tax returns can be completed in 15 minutes from the comfort of your home or office.
  4. Affordable, fixed price fee (which is completely tax deductible).
  5. Tax refunds within 10 to 14 days from lodgement (subject to ATO processing).
  6. Safe, secure, ATO-approved website that is operated with absolute integrity.
  7. Free to try. No obligation. Should you complete a return and decide not to submit it for review and lodgement by us then no fee is payable.