Checklists

Using checklists and templates ensures consistency and efficiency in your work as an accounting technician or bookkeeper. The below checklists have been designed with the needs of members in mind.

Payroll

• EOFY Payroll Checklist
• Employee File Review Checklist
• Payroll Review Checklist
• AAT Payroll Common Problems and Errors Checklist

Business

• Breakeven Calculation Template
• Calculating Charge-Out
• Foundations to your Business Plan
• Cyber Security Checklist
• Assess your hourly charge rates
• Client business closures
• Cyber security for Accounting Technicians
• Document your workflow processes
• Reviewing your client list

Bookkeeping

• New Client Data Review and Compliance Checklist
• New Client Details and Requirements Checklist
• EOFY Payroll and BAS Reconcilliation Worksheet

BAS Agents

• Proof of Identity Verification Checklist
• BAS Common Problems and Errors Checklist
• Changing the Report Basis of the BAS
• TPAR Checklist
• Handover Checklist