BAS Checklist – We Lodge Client uses other software

So we can prepare and lodge your BAS before it’s due date would you please provide the following information:

• Once you have reconciled your bank accounts and credit cards. please provide us with your Activity Statement Reports or copies of your software database.
• Advise us of any large scale purchases of fixed assets such as motor vehicle and equipment and send us a copy of the associated tax invoices.
• Advise us of any new loans taken out and forward us a copy of the loan documents.
• If you have wages please provide us with a report with a summary of wages paid and PAYG withheld during the period.
• If you are eligible for a Fuel Tax Credit we need either the amount spent on or number of liters of fuel and the type of fuel.  Not sure if you are eligible, visit our knowledge library to find out or give me a call to discuss.

Documents can be either emailed to info@xoaccounting.com.au or lodged on our website HERE.

Want to know more?

Get in touch