HOW IT WORKS

1. We provide you with a Your Office in a Box
The Box contains labelled folders for storage of your documents, along with information to assist with organisation of the documents

2. You operate your business using your everyday forms and processes
You pay your bills, issue invoices to customers and do your banking each day. You then file all documents in the labelled files in the box. The labels are customised according to your business needs, and may include counter sales records, account customer invoices, receipts and orders, cashbooks, supplier invoices, bank statements, cheque and deposit books

3. Your Office in a Box makes it easy to prepare for BAS and other ATO compliance reporting
Either monthly or quarterly, you file in Your Office in a Box

  • Your Business Activity Statement
  • Any other correspondence from the Australian Tax Office or compliance agency
  • You should make notes about anything you need us to consider in this periods books

4. You fill out the “EVERYTHING IS HERE” check-list and put it in the Box ready for delivery to us
Your Box is delivered to us. You may choose to drop the box to us, or we will arrange for a courier pick it up

5. We process your business data

  • We enter all your information onto software selected to suit your needs or your current software system
  • We reconcile all bank statements
  • We print Customer Invoices and Statements if required
  • We store the data on our computers giving you an additional back-up system

6. We return Your Office in a Box to your office
Your Box may contain:A letter detailing your ATO Obligations and suggestions to assist you with the next period

  • A Business Activity Statement Declaration, ready for your signature
  • A copy of Business Activity Statement, for your files
  • A Profit and Loss Statement, Balance Sheet and other required reports
  • Invoices and statements ready for mailing to your customers
  • Your updated inventory reports
  • Creditor and debtor analysis reports
  • Records of payroll activity, PAYG, Superannuation and Work Cover liabilities
  • All documents are transferred into one folder, labelled clearly for your accountant

7. You sign the BAS Declaration and return it to us

8. We electronically lodge the Business Activity Statement

9. You pay your BAS, PAYG and Employee Superannuation liabilities

10. You transfer your BAS periods folder into your filing system and Your Office in a Box is ready for your next period’s documents.