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NDIS Plan Management
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Claiming vehicle expenses
Forms
Bookkeeping – New Client Information Form
Bookkeeping – Client Information Verification
Plan Management – Participant Intake Form
Financial Planning – New Client Information Form
Tax Returns – Business Client Information Form
Tax Returns – Individual Client Information Form
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Home
About Us
Services
NDIS Plan Management
Provider Bookkeeping
Tax Returns for Businesses
Tax Returns for Individuals
Financial Planning
Find support
For Providers
For Participants
For Support Coordinators
NDIS Referrals
Resources
Tax Claims for NDIS Support Workers
Claiming vehicle expenses
Forms
Bookkeeping – New Client Information Form
Bookkeeping – Client Information Verification
Plan Management – Participant Intake Form
Financial Planning – New Client Information Form
Tax Returns – Business Client Information Form
Tax Returns – Individual Client Information Form
News & Updates
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Contact
Permalink Plan Management Forms
Bookkeeping – New Client Information Form
Client information
Business Name
Business Owners / Directors
Type of Business / Industry
Contact Information
Contact Name
Phone
Email
Address
ABN
Website / Social
Accountant
Contact Name
Phone
Email
Software Used
MYOB
Xero
Intuit
Reckon
Other
Software Ownership
Purchases
Subscription
Bookkeeper Requirements
Frequency
Daily
Weekly
Monthly
Quarterly
Annually
Where
Remote
Onsite
Bookkeeper Invoicing and Payroll Tasks
Enter Sales Invoices
Weekly
Fortnightly
Monthly
Enter Suppliers Invoices
Weekly
Fortnightly
Monthly
Debtor / Creditor Control
Weekly
Fortnightly
Monthly
Debt Collection
Monthly
Quarterly
Half-yearly
Annually
Payroll
Monday
Wednesday
Friday
Number of Employees
Employer (Default) Superannuation Fund
Timesheets
Yes
No
Inventory
Yes
No
Banking, Feeds, Reconciliations
No. of Banks & feeds
No. Credit Cards
Other banking reconciliations?
BAS Lodgement
Yes
No
Other Bookkeeping Needs
Bookkeeper Tax Lodgement Tasks
GST Registration
Cash
Accrual
BAS Lodgement Frequency
Monthly
Quarterly
Annually
PAYG Withholding Frequency
Monthly
Quarterly
PAYGI Instalment
Fringe Benefits Tax
Payroll Tax
Yes
No
Fuel Tax
Yes
No
TPAR
Yes
No
Client Requirements
Monthly Reports
Annual Reports
Additional Tasks
Other
Accountant Requirements
Reports
EOY
Other
Other Notes
Private %
Directors Drawings
Leases
Other
Submit
Home
About Us
Services
NDIS Plan Management
Provider Bookkeeping
Tax Returns for Businesses
Tax Returns for Individuals
Financial Planning
Find support
For Providers
For Participants
For Support Coordinators
NDIS Referrals
Resources
Tax Claims for NDIS Support Workers
Claiming vehicle expenses
Forms
Bookkeeping – New Client Information Form
Bookkeeping – Client Information Verification
Plan Management – Participant Intake Form
Financial Planning – New Client Information Form
Tax Returns – Business Client Information Form
Tax Returns – Individual Client Information Form
News & Updates
Portal login
Contact
