At BAS Advisory Group, we understand that becoming a BAS agent is more than just ticking boxes. That’s why we’ve built a guided approach designed to help bookkeepers feel confident, supported, and on track toward their BAS agent registration.

By combining a structured ClickUp system with thoughtful onboarding and compliance processes, we’ve created a program that helps you remain compliant with ATO and TPB Guidelines whilst having systems in place to help you deliver your bookkeeping and BAS services to your client.

1. Using ClickUp for Standardised Workflows

We use ClickUp to simplify and centralise workflow. Each bookkeeper
is guided by a clear set of tasks, milestones, and checklists so you can track your progress in real-time. This structure makes it easier to:

• See where you’re up to in the BAS provision process
• Meet the required logged hours without feeling lost
• Focus on quality and compliance at every step

It’s a system that replaces uncertainty with clarity, with no more wondering what comes next.

2. Onboarding Processes and Engagement Agreements

We know that clear expectations lead to smoother working relationships. Our onboarding includes templates that outline the scope of work, mutual responsibilities, and the authorities required for STP and BAS lodgements.

This upfront clarity ensures that everyone knows their role and that your time spent with us directly contributes to your BAS provision experience.

3. Authority and Identity Compliance

Before any work takes place, we assist you to communicate with your client to ensure all required authorisations are obtained. This includes STP (Single Touch Payroll) authorities and BAS agent authorities, along with
all identity-verification steps needed to satisfy both ATO and TPB requirements.

These steps help protect your clients and keep you compliant and ‘know your client.’

4. Workflow Coverage: BAS, IAS, STP, TPAR, and Payroll

Our ClickUp workflow covers every major type of reporting you’ll need to become proficient in:

• BAS and IAS preparation and lodgement
• STP processing and payroll reconciliations
• TPAR (Taxable Payments Annual Reporting)
• Ongoing Payroll tasks throughout the year

This comprehensive coverage gives bookkeepers a clear and consistent path for gaining real-world experience across all lodgement types.

Why This Matters

Our mission is to make the journey to BAS registration feel achievable and transparent. By standardising the process and guiding you step-by-step, BAS Advisory Group helps you focus on what matters most: growing your skills, gaining your hours, and building confidence as a future BAS agent.