Resources

Resource Downloads

Helpful Resources for Your Business

Access useful guides, forms, templates, and business resources designed to support your accounting, bookkeeping, and compliance needs. Download professional materials from TR Accounting Services to help you stay informed, organised, and compliant with Australian standards.

Getting Started

New Client Starter Checklist

Starting bookkeeping or working with us? Here’s what to have ready.

To help us set up your bookkeeping smoothly and accurately, there are a few important items we’ll need from you at the start. Having these ready will make the onboarding process faster, easier, and more organised for everyone involved.

Please click the button below to download the checklist.

Nominate Your Agent With The ATO

Ready to make it official? Here's how to nominate us as your BAS Agent.

The ATO now requires you to securely nominate your registered agent through Online services for business before we can access your tax and super information on your behalf. This step-by-step guide from the ATO walks you through exactly how to do it, from setting up your myGovID to confirming the nomination.

Please click the button below to download the guide.

Client Forms & Authorisations

Need to send us some paperwork? Here are our forms. Simply download, fill them in, and send them back to us.

New Client Form

Getting started with us? Fill out our New Client Form.

To help us set you up quickly and correctly, please download, complete, and send back this New Client Form. It covers the key details we need about your business so we can get started smoothly.

Please click the button below to download the New Client Form.

BAS Agent Authority Form

Give us authority to act as your BAS Agent

Before we can access your tax and super information and lodge on your behalf, we need your authority on file. Download, complete, and send back this form to officially appoint us as your Registered BAS Agent.

Please click the button below to download the BAS Agent Authority Form.

Payroll Tax Authority Form

Authorise us to manage your Payroll Tax

If we're handling your payroll tax reporting and payments, we'll need this authority on file. Download, complete, and send back this form so we can act on your behalf with the relevant authority.

Please click the button below to download the Payroll Tax Authority Form

Tax Client Form

Getting your tax return sorted? Fill out our Tax Client Form.

To get your tax return underway, please download, complete, and send back this Tax Client Form. It covers the details we need to prepare and lodge your return smoothly, working together with our trusted tax partner.

Please click the button below to download the Tax Client Form.

Authority to Lodge TPAR

Authorise us to lodge your TPAR

If we’re preparing and lodging your Taxable Payments Annual Report (TPAR), we’ll need your authority before we can lodge it on your behalf. Download, complete, and send back this form so we can take care of the lodgement for you.

Please click the button below to download the Authority to Lodge TPAR Form.

Business Health Check

Let’s take a closer look at your business

Our Business Health Check helps us understand how your bookkeeping, payroll, compliance, and financial systems are currently working. Download, complete, and send back this form so we can identify what’s working well, where improvements may be needed, and how we can best support your business.

Please click the button below to download the Business Health Check Form.

Setting Up In Xero

Xero Basics Made Simple

A simple guide to using Xero with confidence.

New to Xero or want to feel more confident using it? This simple guide walks you through the basics from navigating your dashboard to reconciling transactions — so day-to-day bookkeeping feels easy.

Please click the button below to download the guide.

Connect Your Bank To Xero

Get your everyday transactions flowing into Xero automatically

Setting up a bank feed means your transactions land in Xero each day without you lifting a finger. This guide walks you through the general steps to connect your bank feed, plus what to do if your bank isn't directly supported.

Please click the button below to download the guide.

Connect Your Credit Card To Xero

Keep your credit card transactions organised too

Just like your bank account, your business credit card can feed straight into Xero. This guide covers connecting your card, plus how to import statements manually if a direct feed isn't available.

Please click the button below to download the guide.

Download A Bank Statement (CSV Format)

Need to send us a CSV statement? Here's how.

If we ever need a bank statement in CSV format-for example, while your bank feed is being set up this quick guide shows you how to export one through your online banking or banking app.

Please click the button below to download the guide.

Staying Compliant

Common BAS Mistakes to Avoid

Avoid simple GST errors that can cost your business time and money

Understanding common BAS mistakes can help you stay compliant and avoid unnecessary stress during reporting. Small errors can lead to delays, penalties, and inaccurate records. Key areas to watch include incorrect GST coding, missing transactions, and failing to reconcile your accounts before lodging your BAS.

Please click the button below to download the information resource.

ATO Key Dates Cheat Sheet

Stay on top of your BAS, IAS, and Super obligations

Never miss an important deadline again with this simple reference guide. This cheat sheet highlights key ATO reporting and payment dates, including BAS lodgements, IAS requirements, and superannuation payment deadlines, helping you stay compliant and avoid penalties with ease.

Please click the button below to download the information resource.

EOFY / Tax Time Checklist

Getting ready for tax time? Here's what to have ready.

Tax time is a lot less stressful when everything's ready to go before we sit down to it. This checklist covers income and sales records, expenses and deductions, assets, payroll and super, and other paperwork worth having on hand as the financial year wraps up.

Please click the button below to download the checklist.

Payroll & Super Basics Guide

A simple guide to staying compliant with employees, payroll, and super

This easy-to-follow guide helps you understand the essentials of managing employees correctly. It covers payroll fundamentals, Single Touch Payroll (STP) reporting requirements, and superannuation obligations, giving you the confidence to stay compliant and keep your business running smoothly.

To access the full guide, simply click the download button below and get instant access to the complete resource.

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