Designed for bookkeepers and BAS agents, this 21-document compliance pack gives you everything you need to build a structured, systemised, and audit-ready practice. It includes a complete Quality Management System (QMS), 17 core Policy and Register templates, a business Contingency Plan, Caretaker engagement letter, BAS Agent Engagement Letter, and a practical QMS Implementation Guide.

Templates are fully editable and include live placeholders with colour-coded fields, allowing you to plug in your business name, role, and contact details once and have them automatically flow throughout the documents - fast and frustration-free.

Aligned with ISO 9001:2015, the TPB Code of Conduct (2024 Determination), and the Tax Agent Services Act 2009, this pack brings together governance, compliance, and operational tools into one powerful system.

• 21 editable documents including QMS, registers, letters, and contingency tools

• Includes BAS Agent Engagement Letter

• Live placeholders for quick and consistent setup

• Colour-coded fields for clarity and ease of use

• Built for solo bookkeepers, remote teams, and growing firms

• Includes step-by-step Implementation Guide

Format: Editable Word (.docx), Excel (.xlsx)