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Tools to run your
finances smarter.

Free checklists, calculators, and guides — built specifically for small businesses in Australia and the United States. No fluff, just useful.

8+
Free Resources
AU & US
Markets Covered
100%
Free to Download
📋
Free
🇦🇺 Australia · BAS & GST
BAS Lodgement Checklist
Everything you need to prepare and lodge your Business Activity Statement correctly, every quarter. No surprises, no missed items.
  • GST collected vs. paid reconciliation
  • PAYG withholding summary
  • Due dates by quarter
  • Common errors to avoid
PDF · 2 pages
📅
Free
🇦🇺 Australia · Tax Calendar
Australian Tax Deadline Calendar 2025–26
Never miss a lodgement date again. Key ATO deadlines for BAS, income tax, superannuation, STP and payroll — all in one place.
  • BAS quarterly due dates
  • Super guarantee deadlines
  • STP finalisation dates
  • Company tax return dates
PDF · 1 page
💼
Free
📊 General · Bookkeeping
Small Business Expense Tracker
A clean, ready-to-use spreadsheet to track every business expense by category. Compatible with both AU and US tax categories.
  • Pre-built expense categories
  • Monthly and annual totals
  • GST / Tax column included
  • Works in Excel & Google Sheets
Excel (.xlsx) · Ready to use
🇺🇸
Free
🇺🇸 United States · 1099
1099 Season Preparation Checklist
A step-by-step checklist to ensure you're ready for 1099 season. Covers contractor tracking, W-9 collection, and filing deadlines.
  • Contractor payment tracking
  • W-9 collection checklist
  • IRS filing deadlines
  • Common 1099-NEC vs 1099-MISC guide
PDF · 3 pages
📈
Free
📊 General · Cash Flow
12-Month Cash Flow Forecast
Plan your cash position for the next 12 months. Know your runway, anticipate slow months, and make smarter spending decisions.
  • Monthly income & expense projections
  • Opening & closing cash balance
  • Visual chart included
  • Works for any industry
Excel (.xlsx) · 12 months
🏦
Free
🇦🇺 Australia · Super & Payroll
Employer's Super Obligations Guide
Everything a small business employer needs to know about superannuation in plain English — rates, deadlines, employee eligibility, and SG charge risks.
  • Current SG rate (11.5% for FY2025)
  • Who is eligible for super
  • Quarterly payment schedule
  • How to avoid SG charge penalties
PDF · 4 pages
🧾
Free
📊 General · Invoicing
Professional Invoice Template
A clean, professional invoice template that works for both Australian (GST) and US businesses. Fully editable in Word and Google Docs.
  • GST/Tax line included
  • Payment terms section
  • Word & Google Docs formats
  • Suitable for AU and US
DOCX · Editable
🏠
Free
🇦🇺 Australia · Tax Deductions
Work From Home Deductions Guide
Understand exactly what you can claim as a WFH deduction under the ATO's revised fixed rate method — with examples and record-keeping requirements.
  • Fixed rate method (67c/hour)
  • Actual cost method explained
  • Record-keeping requirements
  • Common mistakes to avoid
PDF · 3 pages

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