Welcome!
Hi There,
Summer is coming and the countdown to Christmas is on! I’m sure you’re all looking forward to a well-deserved break. 🎄
Before we get there, let’s make a final push to complete all the overdue and deferred returns for your clients by their due dates. Remember, every return you finish now is one less to worry about during the holidays
If you run into any issues, please reach out with plenty of notice—we’re here to help!
Let's get into it!
New Client Form
We’re updating the way you onboard clients to ensure compliance with our professional obligations.
When you add a new client to the ATO portal, please complete this form. If the form is not completed, the client will be removed from the ATO portal. Let’s keep things running smoothly for everyone!
Knowledge Base
We’ve been hard at work building our Knowledge Base to provide you with more resources to support your work. Your feedback is essential—let us know what you’d like to see or how we can improve!
Here are some of the latest additions:
You can also access past newsletters here.
Webinars
It was disappointing to see only one person sign up for the webinar last month. These sessions are designed with your success in mind, offering valuable insights and practical tips to help you excel.
If there’s a specific time or topic that would make it easier for you to attend, please let me know or vote for your preferred time here.
Your participation is key to making these sessions worthwhile!
Reminders
Meetings
Please remember to book your meetings in and send me an email outlining:
- The problem
- Your research
- Your suggested solution
This preparation helps us get the most out of our meetings and ensures we can work efficiently together whilst also preparing you for when you have your own licence.
Timing:
- Meetings must be booked at least one day in advance.
- Meetings are available on Tuesdays and every second Wednesday.
You can find the meeting link here.
Courses
If you haven’t already, please complete the courses provided—they’re essential to your progress.
You can access the courses here.
Let’s Make This Even Better Together
We’d love your input! Is there a course or resource you think would help you most right now? Let us know here.
Your suggestions shape our future courses and resources, so don’t hold back—let us know your ideas!
Wrapping Up
Thank you for taking the time to read this newsletter.
If you have suggestions for what you’d like to see in the future or feedback on this newsletter, please let me know—I’m always open to hearing from you.
As always, if you have any questions, please reach out.
Let’s finish the year strong and head into the holidays stress-free. Cheers to a great 2024 ahead!
Cheers,
Daniel
