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Listed below are various checklists for you to download which provide the necessary information to MYOB Accountants Resourcing to complete work for your practice.
MYOB Accountants Resourcing can reduce your accounts preparation and compliance burden by preparing financial accounts, income tax returns, and detailed computerised working papers for your SME client base and Self Managed Superannuation Funds (SMSF's).
The more background you can provide when submitting a client file for the first time, the greater our understanding of your client, their business and your needs. Writing all that down can be time consuming. We therefore make this as easy as possible for you by providing you with a facility where you can record and upload a sound file containing that information. Please follow the instructions in the downloadable file to obtain the appropriate software and easily create these files.
Sound Files - We now offer you the ability to send background information as a recorded sound file. Click here for instructions to access this software. Uploading the sound file the same way as you upload other files you send to us.
New Job Checklist - Entity (Companies, Trusts, Partnerships, Sole Traders)
Download the Year End entity accounts checklist if your client is using a computerised accounting package (eg MYOB, QuickBooks, Quicken, etc).
Download the interim accounts checklist for entities, if your client is using a computerised accounting package (eg MYOB, QuickBooks, Quicken, etc).
Download the checklist for BankLink (where your Practice has already completed the coding in the Banklink file and MYOB Accountants Resourcing are completing only the year end financial statements and income tax return)
Download some handy Section Dividers (Full Version) for your practice to ensure you are submitting the correct information across to MYOB Accountants Resourcing.
Download some handy Section Dividers (Simplified Version) for your practice to ensure you are submitting the correct information across to MYOB Accountants Resourcing.
New Job Checklist - Superannuation Fund (SMSF)
Download the SMSF checklist for users of BGL Simple Fund.
Download the checklist for change of auditors and/or tax agent’s details.
Download the SMSF Setting Up checklist.
Download some handy Section Dividers for your practice to ensure you are submitting the correct information across to MYOB Accountants Resourcing.
New Job Checklist - Individual
Download the checklist for Individual income tax return preparation.
New Service - Company Secretarial
Download the new practice company secretarial checklist when you are ready to use our service and email the completed form to AR.CoSec@myob.com. If you have any queries when completing this form please contact our office.
New Client Checklist - Portfolio Administration
Download the New Client Portfolio Administration checklist to be completed for each of the clients in your practice who you would like to sign up for this service.
Download the Broker Notification Letter to be completed by your client for each portfolio they hold.
Download the CommSec Broker Notification Letter to be completed by your client for each Commonwealth Securities (CommSec) portfolio they hold.
Below are several checklists that you can send to your own clients to ensure they provide your practice with the right information your practice requires to complete an entity or SMSF job. You can also customise the checklist for your own practice including the addition of your practice's company logo.
Download the Entity client checklist (for Companies, Trusts, Partnerships, Sole Traders).
Download the SMSF client checklist.
Read some of the most frequently asked questions to Accountants Resourcing.
View the days the MYOB Accountants Resourcing office will be closed due to Public Holidays.
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