This step-by-step guide shows you how to nominate Figureworks Bookkeeping (or your agent) through the ATO’s Online Services for Business. Follow the official process to securely connect your business with your registered tax or BAS agent using myGovID and RAM.
This official ATO form is required for all new employees so their employer can calculate the correct amount of tax to withhold. Use this form when starting a new job, contract, or when requested by your payroll provider to ensure your tax and super records are up to date.
This form allows employees to nominate their preferred superannuation fund for employer contributions. Use it when starting a new job or updating your super fund details to ensure your super is paid into the account that best suits your future.
Plan, track, and manage your business income and expenses with this monthly budget template. Designed to help you monitor cash flow, compare actuals to forecasts, and make confident financial decisions. Ideal for small to medium businesses wanting greater control over their finances.
This comprehensive business plan template helps you map out every aspect of your business—from vision and operations to finances and marketing. Ideal for startups or growing businesses looking to set clear goals, secure funding, or build a roadmap to success.
Track the movement of money in and out of your business with this easy-to-use cash flow statement. This template helps you monitor liquidity, plan ahead for upcoming expenses, and make informed financial decisions. A must-have for small business owners managing day-to-day finances.
Use this simple template to assess your business’s strengths, weaknesses, opportunities, and threats. A clear SWOT analysis helps you understand where your business stands and how to plan for future growth. Great for strategic planning and investor presentations.
Use this formal letter template to request payment for an outstanding invoice. Clearly outlines the amount owed, payment terms, and next steps if payment isn’t received. A helpful first step before pursuing legal action for debt recovery.
This step-by-step template helps you plan for a smooth transition of business ownership or leadership. It covers everything from choosing a successor and updating registrations to managing legal and financial considerations. Ideal for business owners planning for the future or preparing for unexpected changes.
Use this form to submit a claim for business-related expenses paid out of pocket. Simply complete your details, attach receipts, and get approval for prompt reimbursement. Ideal for employees needing to recover costs quickly and accurately.
Use this simple Excel template to track, record, and reconcile your business's petty cash expenses. Designed for clarity and ease of use, this form helps ensure that every dollar is accounted for-making end-of-month balancing and audit preparation a breeze.
https://www.ato.gov.au
https://abr.business.gov.au/
https://www.ato.gov.au/forms-and-instructions/superannuation-standard-choice-form
https://www.ato.gov.au/forms-and-instructions/tfn-declaration/completing-your-tfn-declaration-form-online
https://employ.business.gov.au/
https://www.ato.gov.au/businesses-and-organisations/hiring-and-paying-your-workers/single-touch-payroll
https://www.fairwork.gov.au/
https://www.ato.gov.au/businesses-and-organisations/super-for-employers/paying-super-contributions/how-to-pay-super/small-business-superannuation-clearing-house
https://www.ato.gov.au/calculators-and-tools/fuel-tax-credit-tools
https://business.vic.gov.au/
https://www.businessnsw.com/
https://www.business.qld.gov.au/
https://business.gov.au/
https://www.xero.com/au/guides/
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Figureworks Bookkeeping is a trusted provider of professional bookkeeping services, proudly helping Australian small and medium-sized businesses since 1996. As Xero Certified Advisors, we specialize in tailored bookkeeping services, including BAS & IAS lodgment, payroll management, cash flow strategies, and comprehensive outsourced bookkeeping. Our team is dedicated to accuracy, efficiency, and personalized support—partner with us to keep your finances clear, compliant, and organized.
