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