Small Business BAS Checklist: Simplify Your Bookkeeping for BAS Lodgement

Download our free BAS checklist to streamline your records and stay compliant!

Trusted by Aussie Tradies | ATO-Compliant

Why the Small Business BAS Checklist Matters?

Accurate and timely BAS preparation is essential for every Australian small business. Poor record-keeping is one of the leading causes of ATO penalties, with over 30% of small businesses facing issues each year.

Our Small Business BAS Checklist helps you stay on top of your obligations every BAS period — making compliance simpler, reducing stress, and giving you peace of mind so you can focus on running your business.

Key Bookkeeping Practices for BAS Preparation

1. Maintain Accurate Records

Track invoices, receipts, and timesheets. For example, a plumber can use bookkeeping software to log job revenue and expenses, saving time for BAS.

2. Consolidate Financial Documents

Gather profit/loss statements, balance sheets, and cash flow reports in a digital folder for easy BAS prep.

3. Review Your Tax Obligations

Be clear on what you need to report — such as GST, PAYG withholding, and other tax components. Regularly reviewing your reporting obligations helps avoid errors and ATO penalties.

Check List Form

Access Your Free Checklist

Fill in the form below to access and download the checklist tool.

Avoid Bookkeeping Nightmares!

Over 30% of small businesses face penalties due to messy records. Don’t risk fines or missed deductions!

Book a FREE Call Now

Partners Who Trust Our Process

Master Your BAS with Confidence

Preparing your BAS doesn’t have to be overwhelming. With our Small Business BAS Checklist, it becomes a routine part of running your business smoothly.

Organised records, accurate reporting, and a structured checklist help you stay compliant and avoid last-minute stress.

Use the checklist each BAS period to stay on top of your obligations, improve your financial clarity, and keep your business moving forward with confidence.

Post-BAS Review and Forward Planning

Post-EOFY, review your business performance to plan for growth:

After each BAS period, reviewing your financials helps strengthen your business and prepare for the next quarter:

Review BAS Outcomes: Check for unusual trends in GST collected vs. paid, income spikes, or large expense categories. Identify any patterns that need attention.
Assess Cash Flow Impact: Understand how your BAS payment or refund affects your current and projected cash position. Use this insight to avoid shortfalls.
Plan for the Next BAS Period: Set reminders for lodgment deadlines, review payroll setups, and adjust record-keeping processes to reduce prep time and stress in future periods.