Finance, Tax & Accounting: page 5
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Choose payment methods around how your customers buy
Match counter, mobile, remote and repeat sales to practical payment methods. Use a worksheet for confirmation, customer access, costs and fallback options.
3 min readFlat card rates vs itemised pricing: compare your payment mix
Compare flat and itemised card pricing using the same sales, transaction counts and card mix. Includes worked costs and a low-ticket sensitivity check.
3 min readLeast-cost routing: check what your provider enables
Check least-cost routing on your actual merchant account. Ask about eligible payments, enabled settings and pricing, then compare matching statement data.
3 min readRead your merchant statement: work out the real card cost
Use a worked merchant statement to separate transaction fees, terminal rental and other charges, then calculate the card acceptance cost for your business.
3 min readSplit-tender payments: reconcile one sale paid several ways
Follow one sale paid in cash and by card through the receipt and daily close. Check remaining balances, refund records and duplicate sales before finishing.
3 min readTax return mistake? Prepare the amendment evidence first
Organise the original return, changed figures and supporting records, then confirm the entity, income year and amendment pathway with your registered tax agent.
3 min readReceived a business grant? Track conditions, cash and spending
Link a grant agreement, money received, eligible spending and reporting evidence in a practical ledger, with open tax questions recorded for your adviser.
3 min readBusiness insurance payout: organise the accounting evidence
Break an insurance settlement into components, match the bank receipt and replacement costs, and prepare the questions your accountant needs answered.
3 min readChanging accountants: hand over tax records and open questions
Transfer lodged returns, asset schedules, loss records and unfinished tax work with a practical handover matrix that confirms who owns each next obligation.
3 min readIs your tax reserve enough? Check savings against the bills
Compare your tax savings with estimated GST and income tax, check credits already allowed for, and find a shortfall before the payment date arrives.
3 min readLending money to your company: keep a clear funding record
Record personal money paid into your company, distinguish an agreed loan from capital or reimbursement, and keep repayments matched to the right balance.
3 min readPlatform income statements: match sales, fees and payouts
Reconcile a marketplace or gig-platform statement to sales, refunds, fees and bank payouts, with a worked bridge between calendar and financial-year totals.
3 min readPrepare for an ATO payment plan: records and cash capacity
Gather your ATO account details, outstanding lodgements and cash forecast, then test a proposed payment against new bills before asking for a payment plan.
3 min readHow to reconcile an ATO account statement with your books
Match ATO account entries to lodged liabilities, bank payments and transfers, then use a discrepancy log to explain balances that do not agree with your books.
3 min readAsset Register Template: Track Business Equipment
Keep each asset’s purchase, location, business use, book value, tax record and disposal evidence together in a practical register that you can copy.
3 min readBusiness Trip and Private Holiday: Organise the Costs
Build a mixed-purpose travel file with the itinerary, actual activities, accommodation and transport costs, keeping uncertain allocations for review.
3 min readDonation or Sponsorship? Keep the Right Payment Records
Record a community payment as it happened: recipient details, promised benefits, invoices and proof of payment, with gift and sponsorship checks kept apart.
2 min readLost a Business Receipt? Rebuild the Evidence File
Recover a missing business receipt, connect it to payment and job records, and keep an honest evidence register for your bookkeeper or tax agent.
3 min read