When should I send my bookkeeping records to Sherpa?

Send receipts, invoices and other bookkeeping records regularly throughout the month or quarter. Review outstanding transactions and respond to Sherpa's queries promptly. This helps us keep your accounts current and prepare your BAS on time.

Why does Sherpa need my records before the BAS due date?

Sherpa needs time to reconcile transactions, check GST coding, resolve discrepancies and prepare your BAS for review and lodgement. Our internal cut-off dates allow time to complete these checks before the applicable ATO deadline.

What happens if I miss Sherpa's records deadline?

Late or missing information can delay BAS preparation and lodgement. Contact Sherpa as soon as possible if you cannot meet a cut-off date so we can assess outstanding work, prioritise requirements and discuss the next steps.

Are BAS due dates the same for every business?

No. BAS deadlines depend on whether your business reports monthly or quarterly, how it lodges and whether it qualifies for a registered BAS or tax agent extension. Check the calendar relevant to your business and confirm your applicable deadline with Sherpa.

What should I do if my bank feed stops working?

Notify Sherpa promptly. We may need you to reconnect your bank feed or provide bank statements to cover the missing transactions. Avoid leaving gaps until BAS preparation time.

Can I access the compliance calendars on my phone?

Yes. You can subscribe to Sherpa's compliance calendars using Google Calendar or a compatible calendar app, including Apple Calendar and Outlook. Once subscribed, you can view upcoming dates on your phone and configure notifications in your calendar app.

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Bookkeeping Compliance Calanders

Working Together for Stress Free Bookkeeping & BAS Compliance

Sherpa's

Explore.

Up

On Time & Compliant

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Great bookkeeping is a team effort.

When we work together and keep information flowing throughout the quarter, we can keep your finances accurate, compliant and up to date - without the last-minute rush!

Your Guide to Staying On Track

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What we Need from You

Keeping your bookkeeping and BAS on track is a team effort.

Providing information regularly helps us maintain accurate records, resolve queries early and avoid the last-minute rush.

Daily / Weekly

Receipts

Send Receipts & Invoices Regularly

Send sales and purchase receipts, invoices, bills and supporting documents as transactions occur.

Bank Feeds

Keep Bank Feeds & Records Up to Date

Keep bank feeds connected, provide statements for manually managed accounts and identify personal or unusual transactions.

Information & Action

Keep Us Informed & Respond Promptly

Advise us of payroll changes, new staff, loans, asset purchases or unusual transactions. Respond promptly to queries and requests for missing information.

Your Sherpa Bookkeeping Timeline

Small Actions Throughout the Quarter.

Smoother BAS Preparation.

Our recommended timeline helps keep your bookkeeping current, identifies missing information early and gives us time to prepare, review and lodge your BAS.

Recommended workflow checkpoints, not statutory ATO deadlines:

Your Quarterly Checklist

Receipts Sent

Invoices Sent

Statements Sent

Your Monthly Checklist

Uncoded Transactions Reviewed

Queries Responded

2-3 Wk Checklist

Records Complete & Sent

Any Questions Resolved

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Done

Finalise, Review, Lodge

Send receipts, invoices and statements regularly so transactions can be recorded and reconciled.

Review uncoded transactions, respond to queries and provide any outstanding information.

Ensure records are complete and outstanding questions are resolved so we can prepare your BAS for review.

Sherpa finalises your bookkeeping, completes the required reviews and lodges your BAS once the necessary information and authorisation are received.

Heather and Fiona from Sherpa Bookkeeping building professional relationships and a strong foundation for collaboration.

Key Dates

BAS, IAS & Payroll Compliance Calendars

Stay informed about important ATO lodgement dates, payroll and superannuation obligations, and Sherpa's internal deadlines for receiving client records.

Select the relevant calendar below to view upcoming dates and plan ahead.

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Monthly BAS/IAS Calendar

View monthly BAS and IAS reporting dates, along with Sherpa's recommended deadlines for submitting records and responding to outstanding queries.

Stay Ahead of Your Business Deadlines

Sherpa Bookkeeping monthly BAS and IAS compliance timeline showing record updates on the 3rd, information due on the 5th, BAS approval on the 15th and ATO deadline on the 21st.

Understanding Your Calendar Reminders

Each event uses a label and icon to help you identify what's required.

SHERPA-M — Monthly reminders and information cut-offs.

ATO-M — Monthly ATO lodgement and payment deadlines.

📂 Update records | ⚠️ Information due | ✍️ Approval required | 📥 ATO deadline

Sherpa's information cut-offs are preparation dates, not statutory ATO deadlines. Your individual ATO due dates may differ.

+ Google Calendar

+ Apple / Outlook Calendar

Subscribe once for ongoing calendar updates. Set your preferred reminders in your calendar app.

How to Subscribe

Quarterly BAS/IAS Calendar

Check quarterly BAS lodgement dates and Sherpa's client-record deadlines so there is enough time to complete reconciliations, resolve queries and prepare your BAS.

Stay Ahead of Your Business Deadlines

Sherpa Bookkeeping quarterly BAS and IAS compliance timeline showing monthly record reminders, information due on the 10th, BAS approval on the 20th and quarterly ATO lodgement deadlines.

Understanding Your Calendar Reminders

Each event uses a label and icon to help you identify what's required.

SHERPA-Q — Quarterly reminders and information cut-offs.

ATO-Q — Quarterly ATO lodgement and payment deadlines.

📂 Update records | ⚠️ Information due | ✍️ Approval required | 📥 ATO deadline

Sherpa's information cut-offs are preparation dates, not statutory ATO deadlines. Your individual ATO due dates may differ.

+ Google Calendar

+ Apple / Outlook Calendar

Subscribe once for ongoing calendar updates. Set your preferred reminders in your calendar app.

How to Subscribe

Sherpa Bookkeeping Payroll_Super Icon.png

Payroll, Superannuation & STP Calendar

Keep track of payroll processing, Single Touch Payroll reporting and superannuation payment obligations relevant to your business.

Stay Ahead of Your Business Deadlines

Sherpa Bookkeeping payroll, super and STP compliance timeline showing monthly payroll information reminders, paydays, super contribution checks, EOFY payroll review and ATO deadlines.

Understanding Your Calendar Reminders

Each event uses a label and icon to help you identify what's required.

SHERPA-P — Payroll, superannuation and STP reminders.

ATO-P — ATO payroll and STP compliance deadlines.

📋 Payroll information　|　💰 Payday & super　|　✅ Check contributions　|　👥 EOFY payroll　|　📥 ATO deadline

Payroll dates and information cut-offs depend on your individual pay cycle. Calendar reminders are general guides and may not reflect your specific payroll schedule or statutory deadlines.

+ Google Calendar

+ Apple / Outlook Calendar

Subscribe once for ongoing calendar updates. Set your preferred reminders in your calendar app.

How to Subscribe

What you can expect from Sherpa

Bookkeeping works best when responsibilities are clear. While you keep us informed, our team manages the bookkeeping processes, reviews and compliance work included in your agreed services.

A Supportive Team

A dedicated team to answer questions, help resolve issues and keep your bookkeeping moving.