How Does It Work?
It is a simple process for sending work to Unicorn AR.
Step 1 - Your firm signs a Supply Order Agreement. We provide you with secure access to our website.
Step 2 – Your firm attaches a Checklist for every job you send us.
Step 3 – Your firm follows our Checklist; backs up your client's General Ledger and Income Tax Returns; and scans additional documentation that we require (eg, bank statements, PAYG Payment Summary Statement, etc).
Step 4 – Your firm logs into the secured area of our website and uploads the files from Step 3 together with the data file provided by your client.
Step 5 – Our staff proceed to complete the required tasks and we will communicate with your office on any matters that may need clarification.
Step 6 – Final documents are electronically returned along with any updated relevant ledgers etc.
Click to download:
Checklist_Business & Individual Entities
Checklist_SMSF Auditors & Tax_Agents
Full Records Guide - Business Entity
Simplified Records Guide - Business Entity
Ensure you have the lastest version of Adobe to fill out and save data in PDF checklists, OTHERWISE Download free Foxit Reader http://www.foxitsoftware.com/downloads/ (Alternatively fill out and print).
Instructions - AE_MAS_Backing_Up_Ledger
Instructions - AE_MAS_Restoring_Ledger
Instructions - AE_Tax_Exporting_Tax_Returns
Instructions - AE_Tax_Importing_Tax_Return
Instructions - BGL_Simple_Fund_Data_In
Instructions - BGL_Simple_Fund_Data_Out