Interactive Tool
Australia Small Business Compliance
Prepare your BAS, GST and payroll records before lodgement gets stressful.
A practical preparation checklist for sole traders and small businesses that need cleaner records, fewer missing receipts and a better handoff to a bookkeeper or tax agent.
What you get
A simple BAS/GST prep checklist, record reminders and a clearer list of missing items.
Best forSole traders, ecommerce sellers, contractors, cafes and small businesses using Xero, MYOB or spreadsheets.
Checklist firstNo email needed to prepare your records.
Missing recordsReceipts, invoices, bank feeds and payroll notes in one place.
ATO-awareConfirm current lodgement dates before submitting or paying.
When this checklist helps
- You are missing receipts or invoices before BAS time.
- Your bank reconciliation is behind and you need a cleanup list.
- You want to send clearer notes to a bookkeeper or tax agent.
- You need a simple recurring habit for monthly or quarterly records.
Before Lodgement
Use this as a preparation checklist
Confirm current lodgement and payment dates with the ATO or your registered tax agent.
Use the checklist to collect receipts, invoices, payroll records and bank reports before review.
Ask a registered tax agent or bookkeeper before lodging if your records are incomplete or unclear.
Official References
Confirm dates with ATO guidance
This checklist is not tax advice and does not replace ATO guidance. We may receive a referral fee if you request a bookkeeper introduction and choose to work with a provider.
Preparation Steps
Get your records ready before lodgement
Collect invoices, POS reports, ecommerce reports and bank deposits for the period.
Collect supplier bills, receipts, subscriptions, fuel, tools and other business expenses.
Review payroll, PAYG withholding, super records and employee reimbursements.
Reconcile accounts and ask a registered tax agent or bookkeeper before lodging if unsure.
Record Guides
Clean up records before lodgement season
Collect sales, purchases, payroll and bank records before a BAS review.
Prepare tax invoices, GST reports and notes for unusual transactions.
Build a monthly habit for receipts, income records and bookkeeper questions.
Bookkeeper Notes
Prepare cleaner notes for a bookkeeper
Share your software, reporting frequency and missing records so the next cleanup conversation starts faster.
FAQ
BAS and GST preparation questions
No. Always confirm current lodgement and payment dates with the ATO or your tax agent.
No. It is a record preparation checklist, not accounting, tax or legal advice.
Start by reconciling bank feeds, collecting missing receipts and listing unclear transactions.