Ryan Duguid

Use when preparing evidence and conditional options for an Australian tax-planning discussion with a qualified adviser.

The English summary is being prepared. Showing the original description.

Use when reconciling an Australian accounting practice's client list with its AML/CTF customer due diligence records to find clients with missing, incomplete or overdue checks.

The English summary is being prepared. Showing the original description.

Use when checking Australian tax rates, thresholds or deadlines for a specified period, including 2026-27.

The English summary is being prepared. Showing the original description.

Use when estimating or reviewing ATO general interest charge, shortfall interest charge or failure to lodge penalties, or preparing the evidence for a remission or safe harbour request.

The English summary is being prepared. Showing the original description.

Use when assembling registration and commencement evidence for an Australian business after a human selects the structure.

The English summary is being prepared. Showing the original description.

Use when preparing an Australian CGT event register, cost-base evidence or capital-loss reconciliation.

The English summary is being prepared. Showing the original description.

Use when preparing an Australian accounting practice's acceptance or continuance review and engagement terms for a new client, a new service or a changed engagement, for an authorised practitioner to decide.

The English summary is being prepared. Showing the original description.

Use when preparing an Australian company tax reconciliation, rate-eligibility evidence or franking review pack.

The English summary is being prepared. Showing the original description.

Use when preparing Australian tax records from crypto exchange and wallet exports, including disposals, rewards and transfers.

The English summary is being prepared. Showing the original description.

Use when separating an Australian deceased person's final tax affairs from the estate's income and beneficiary records.

The English summary is being prepared. Showing the original description.

Use when preparing or checking a Division 293 tax estimate or notice for an Australian individual whose income and concessional super contributions may exceed the Division 293 threshold.

The English summary is being prepared. Showing the original description.

Use when preparing or checking a Division 296 tax estimate for an Australian individual whose total superannuation balance may exceed the large or very large superannuation balance threshold.

The English summary is being prepared. Showing the original description.

Use when preparing Australian employee share scheme (ESS), RSU, option or employee-share discount and subsequent-disposal workpapers.

The English summary is being prepared. Showing the original description.

Use when preparing or checking the tax treatment and PAYG withholding of an Australian termination payment, including the genuine redundancy tax-free limit, the ETP cap and the whole-of-income cap.

The English summary is being prepared. Showing the original description.

Use when preparing Australian foreign-income schedules or evidence for a foreign income tax offset.

The English summary is being prepared. Showing the original description.

Use when preparing Australian foreign-pension or annuity income, undeducted purchase price (UPP), treaty and arrears workpapers.

The English summary is being prepared. Showing the original description.

Use when reconciling foreign-currency balances and identifying Australian tax realisation events separately from accounting translation.

The English summary is being prepared. Showing the original description.

Use when preparing GST evidence for an Australian property acquisition, development or disposal.

The English summary is being prepared. Showing the original description.

Use when assembling an Australian individual income tax return workpaper from income, deduction and offset evidence.

The English summary is being prepared. Showing the original description.

Use when checking an Australian land tax assessment or preparing landholding and exemption evidence for a named state or territory.

The English summary is being prepared. Showing the original description.

Use when preparing evidence and separate calculations for Australian Medicare levy, reductions, exemptions and Medicare levy surcharge.

The English summary is being prepared. Showing the original description.

Use when preparing Australian Division 35 non-commercial business-loss tests, deferral and activity-by-activity loss roll-forwards for individuals or individual partners.

The English summary is being prepared. Showing the original description.

Use when preparing Australian CGT and withholding evidence for a foreign or temporary resident disposing of an asset.

The English summary is being prepared. Showing the original description.

Use when preparing Australian NFP income-tax status evidence, reporting obligations or concession review questions.

The English summary is being prepared. Showing the original description.