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Self-Assessment Checklist
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Do you have payroll?
Yes
No
Unsure
Are your payroll settings correct?
a. PAYGWH Liability Account: A/c code used:
*
b. Wages Expense Account: A/c code used:
*
c. Wages Payable Account: A/c code used:
*
d. Superannuation Liability Account: A/c code used:
*
e. Superannuation Expense Account: A/c code used:
*
Payroll
Is your logo on the payslips in your payroll settings?
Yes
No
Unsure
Is your superannuation liability balance on your Balance Sheet for the current period only?
Yes
No
Unsure
Is your PAYGWH liability balance on your Balance Sheet for the current period only?
Yes
No
Unsure
What date did you last run reconciliation reports for all your bank accounts and business credit cards?
*
Are your Financial settings correct?
a. Accruals or Cash GST accounting method
Accruals
Cash
Unsure
(Select the most appropriate option for your business)
b. Is your business tax file number listed
Yes
No
Unsure
(if you are a Company set up - or your own if you are a sole trader)
c. GST Calculation
Monthly
Quarterly
Unsure
(Select the most appropriate option for your business)
d. PAYGWH withheld period
Monthly
Quarterly
Unsure
(Select the most appropriate option for your business)
e. PAYG Income Tax method (if applicable)
Quarterly
Income x rate
N/A
(Select the most appropriate option for your business)
f. Fringe Benefits tax (if applicable)
Yes
No
N/A
(Select the most appropriate option for your business)
g. Fuel Tax Credits (if applicable)
Yes
No
N/A
(Select the most appropriate option for your business)
Are your tax defaults correct?
Sales
tax inclusive
tax exclusive
Unsure
Purchases
tax inclusive
tax exclusive
Unsure
Time Zone
It the time zone set for where you live (e.g. Perth)
Yes
No
Unsure
Contact Information
Full Name
*
Phone
*
Email
*
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