A comprehensive, internal-use checklist designed to support accurate and compliant preparation of Business Activity Statements (BAS) for your clients. Developed for bookkeepers, BAS agents, and team members responsible for BAS preparation, review, and lodgement, this tool covers all key workflow steps - from client documentation and bookkeeping review through to final lodgement and record keeping.

The checklist ensures that reconciliations, ATO reporting, PAYG instalments, GST coding, payroll checks, and publication steps are all completed to a professional standard. Designed for quality control, audit readiness, and QMS alignment, it also supports team training and internal delegation. The checklist can be customised to reflect your firm's workflows and imported into practice systems like Karbon, Asana, XPM or ClickUp for recurring task management.

Step-by-step checklist covering BAS preparation, review, and lodgement
Supports TPB compliance, audit readiness, and supervisory oversight
Editable format with review sign-off and customisation fields
Suitable for team use, internal audits, and QMS record keeping
Can be embedded into your workflow system (Karbon, Asana, XPM, ClickUp)

Format: Editable Word (.docx)

Use Case: Internal operational checklist - not client-facing

Bookkeeping Workflows