Checklist

BAS Records Checklist

A business records checklist for sales, expenses, GST coding, payroll records, and bank reconciliations before BAS review.

Use template All templates

Use case

Before you start

Best for

  • GST-registered small businesses
  • Sole traders preparing BAS records
  • Employers collecting PAYG and payroll summaries

Information requested

  • Sales invoices and receipts
  • Supplier invoices and expenses
  • GST coding notes
  • Payroll and PAYG records, if applicable
  • Bank reconciliations and accounting software reports
Sales and income
Purchases and GST
Payroll and reconciliation

Checklist entries remain in this browser until you download or clear the form.

Merrylands office

Ready to discuss your tax or accounting matter?

Send an enquiry or call the office to arrange an appointment. If you are contacting us about a tax return or BAS, include the type of work you need help with and any upcoming deadlines.

Suite 2, Level 1, 204 Merrylands Road, Merrylands NSW 2160

Open Monday to Friday, 9:00 AM – 6:00 PM

Send an enquiry (02) 9637 3839