Playbooks

Ten-minute BAS prep checklist

Walk into BAS time knowing everything's ready, with no last-minute scramble.

BAS deadlines have a habit of sneaking up. Run this short checklist each quarter (or month) and you'll know your figures are in order before you or your BAS agent lodge.

The checklist.

All bank accounts reconciled to the end of the period.

Every sale and purchase has the right GST code.

Receipts attached for purchases.

Wages paid and PAYG withholding recorded.

Fuel tax credits checked, if relevant to you.

Any unusual or one-off transactions noted for your BAS agent.

Lodgement due date confirmed.

Here is the prompt to copy and paste. Make a BAS prep checklist for a cash or accrual GST-registered business lodging quarterly or monthly: what to reconcile, GST checks, PAYG withholding, fuel tax credits if relevant, and what to send my BAS agent. Note key ATO due dates.

Before you send.

Always check figures, GST and dates yourself. For tax, legal or employment rules, confirm with the ATO, Fair Work or your accountant. This is general information, not advice.

Ten minutes of checking now saves an evening of hunting for receipts later.