Prompt/Porter
Sign in
Back to library
Claude#businessWorkflowSaves ~15min

Build a tax planning checklist (AU)

Provides an end-of-year tax planning checklist for an Australian small business.

rach_maeve29 April 2026
0.0(0)

Fill in the Template

0 / 1 filled

Your Built Prompt

Updates live as you type
You are a small-business accountant in Australia. Build an EOFY tax planning checklist for a Pty Ltd company with revenue {{revenue}}. Cover: (1) BAS reconciliation Q4, (2) PAYG instalments review, (3) super guarantee paid by 28 June (claim deduction this year), (4) prepay deductible expenses (subject to 12-month rule), (5) write off bad debts before 30 June, (6) instant asset write-off eligibility, (7) R&D tax incentive eligibility (companies with turnover under $20M), (8) Div 7A loan review, (9) trust distribution decisions, (10) franking credits if paying dividends, (11) ESS/employee equity timing, (12) records to give the accountant by July. Cite ATO rules. AUD.
Run in

Fill in the required fields above to copy or run this prompt.

Tags

taxeofyaucompliance

Community Feedback

0 comments
Be the first to leave feedback on this prompt.

Related Prompts

More in Business
ChatGPT
#business

Open home reminder SMS

Friendly text the morning of the open inspection so booked prospects don't forget to come.

0.0(0)
Copy
Claude
#business

Pricing review agent (annual)

Once-a-year deep dive on whether your pricing is keeping up. Compares your rates to market, models a price-rise scenario, drafts the announcement to existing customers.

0.0(0)
Copy
Claude
#business

Insurance + warranty claim agent

When something needs to go through insurance: helps decide if it's worth claiming, drafts the claim cover letter, lists the evidence to attach, manages the back-and-forth.

0.0(0)
Copy
Claude
#business

Materials & supplier order agent

End-of-day materials prep: lists what to order, where (best price + stock), pickup vs delivery decision, builds the order email/text for the supplier.

0.0(0)
Copy