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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.int…CompletedCheck 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.

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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