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Business Activity Statement (Managed)

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Download your free Business Activity Statement (Managed) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Business Activity Statement (Managed)' templateBusiness Activity Statement (Managed)Ready to Start2 AutomatorsEnsure the bookkeeping is completeCompletedPrep6 AutomatorsComplete the Activity Statement prep in your preferred accounting software — https://login.xero.com — https://qbo.intCompletedCheck bank reconciliation is reconciled up to the end of the periodCompletedRun GST report and/or calculate PAYG returnCompletedPrepare the Activity StatementCompletedReconcile the PAYG and/or GST returnReady To StartDue Today

This workflow is the best practice process for completing a monthly or quarterly Business Activity Statement (BAS) for clients whose books you are managing.

This process is expecting that the month-end or quarter-end close has been completed.

Once you have completed your first work item, be sure to place the BAS work item on a monthly or quarterly work schedule. Learn how to schedule work in Karbon.

Download the Template

Download your Business Activity Statement (Managed) template now.

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling