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Sales Serenity

Fed up of being paid late with customers claiming lost invoices or forgetfulness? Emailing regular statements and invoice reminders can increase your on-time payment rate by 30%! Free up your cash flow and regain your ability to manage your business with more reliable income through the use of this package.

  • Monthly account receivable reports, so you know how much you are owed and when to expect it
  • Monthly account statements emailed to your clients, so they know when payment is due
  • Invoice reminders emailed to your customers every week after the due date, with a follow up phone call after week three – consistency and reminders are key!

EOY payment summaries:

  • Prepare Payment Summaries
  • Prepare Annual ATO Payment Summary Statement
  • Lodge Payment Summaries to the ATO
  • Email Payment Summaries to Employees

EOY – Accountants Pack

  • Prepare the EOY Financial Workpapers
  • Provide Accountant with data file and other information to prepare tax return
  • Enter EOY GJ provided by accountant

EOY -Preparation and lodgement of your Taxable payment annual report (TPAR)

  • Enter ABN and addresses into subcontractor supplier contact and check the ABN in the ABN lookup for validity.
  • Prepare the year end annual taxable payments report, reconcile to account transactions in the accounting software.
  • Lodge the TPAR through the BAS agent portal and send confirmation of lodgement to client