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BAS Time is almost here!

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BAS time is almost here.


Just a friendly reminder that the DECEMBER BAS is approaching and it’s time to start preparing those books.

Your next Activity Statement is due for lodgement by 28th February.

Please note lodgement is required, even if it’s a nil return.


What to do to ensure your BAS is prepared in a timely manner:

  1. Complete all bookkeeping for the quarter, including bank reconciliations and payroll.
  2. Upload ALL bank statements for the period into Xero.
  3. Upload csv files for the period for all bank and credit card accounts that do not have an active bank feed.

To enable us to prepare the BAS in a timely manner, please upload the required information to your Xero file by 19 February 2018.


HOW TO UPLOAD BANK STATEMENTS INTO XERO.

Save the bank and credit card statements to a folder on your computer/USB, then open up the Xero file and follow the steps:

  1. In Xero there is an icon in the shape of a folder located in the top right hand side next to the message icon.

If you click on this icon you will see a folder named ‘2018 Bank Statements’ (If it is not there, please create one or let us know so we can do it for you).

  1. Click on ‘2018 Bank Statements’ so it shows up in bold font, then select ‘+Upload Files’.

  2. Search for the statements saved on your computer/USB and upload them to Xero.

You can upload the bank statements every month when they come in.

 

Moving to the Cloud

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The move to the Cloud isn't always perfect. However, proper planning provides the key to a successful transition. The great thing about Xero is that they offer a free trial which you can sign up to here and trial for a month.

This trial allows business owners to check out how they can use the Cloud. Most people are surprised at how easy it is. We often work closely with out clients for the first three months to ensure they are up to speed with all aspects of Xero. We offer one-on-one training and support for all our clients.

Our clients bundle up the services they want and need into one fixed monthly fee. And we don't charge for emails or telephone calls.

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