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- Letters (Merge)
What are the letter templates available in Letters (Merge)?
The default letter templates available in Letters (Merge) cover a range of services and scenarios
The letter templates available span across the following topics (categories). Members can easily modify the default content or create their own - here's how
- Activity Statements & Annual Reports
- Advice - Tax & Accounting
- ASIC Compliance
- Assessment Notices
- Business Services & Virtual CFO
- Client Administration
- Client Deletion
- Client Engagement & Proposals
- Debtor Management
- Ethical Clearance
- Fringe Benefits Tax (FBT)
- Other ATO Correspondence
- Overdue ATO Reminders & Penalty Notices
- SMSF Admin
- Statements of ATO Accounts
- Structure Setups (Company & Trusts)
- Tax Planning
- Tax Registration Notices
- Trust Distributions
- Value Plan Price (VPP) Method
- Wealth Management
- Xero Engagement & Setups
View and download a detailed list of all letter templates included