Practical reading guides

Bookkeeping and BAS: from records to lodgement

The bookkeeping job doesn't finish when transactions appear in your software. You need records you can explain, someone responsible for unresolved questions, and a clear path from those records to your activity statement.

Start with the question you have today. If you're choosing help, compare the roles and check registration. If you're doing the entries yourself, follow the record-review guides before moving to GST and lodgement. You can also share this page with the person helping you and agree which jobs each of you will handle.

These guides explain the process and help you prepare better questions. Your business's tax treatment and deadlines still need checking against its circumstances. Keep the official correspondence and ask a registered practitioner when the answer depends on a transaction you can't confidently classify.

Choose the right help

Understand what each registration covers, then compare the actual work in a quote. A good engagement makes review, approval and payment responsibilities clear before the first deadline.

Finance & Tax5 min read

BAS agent vs tax agent: who can do what?

Compare BAS agents and tax agents, see who can handle GST, payroll and income tax, and work out how to divide the jobs in your small business.

Get the records ready

Work through the accounts regularly and keep supporting documents with the entries. A short list of unresolved items gives your adviser a more useful starting point than a file described simply as done.

Understand GST and complete the BAS

Check the reporting period, basis and deadline before preparing the statement. Lodgement and payment are separate tasks: retain evidence of both and know who follows up on an outstanding amount.

Finance & Tax10 min read

How to Lodge Your BAS Online (Step by Step)

Lodge your BAS online step by step: myID login to ATO Online services for business or myGov, the G1, 1A, 1B and W1/W2 labels, paying, and fixing mistakes.