A practical review form to help accountants, bookkeepers and BAS or Tax agents assess the integrity of client data across software, systems, and ledgers. Covers file structure, user access, reconciliation checks, GST/BAS accuracy, and payroll compliance. Ideal for internal quality reviews, audit prep, or onboarding reviews.

• Assesses file setup, system risks, and compliance gaps

• Supports STP, BAS, and payroll review before lodgement

• Designed for QMS, audit, and supervisory assurance

• Customisable by client, system, or service type

Format: Editable Word (.docx)