Topic guide · Finance & Accounting
BAS, tax, and audit workflows need visible sign-off — opaque inboxes and shared logins fail when the ATO or reviewer asks who approved what and when.
Continue to contactDeadline season compresses judgment into hours. Without workflow states, work queues hide overload until something lodges late or without review.
Each job moves through defined states (prepare → review → lodge) with named owners and timestamps — recoverable in an audit.
Workflow software fails if partners bypass it — leadership must lodge from the system, not email PDFs.
Start with high-risk job types (complex GST, trust distributions) before every micro-engagement.
Trace last BAS from client docs to lodge — every handoff is a workflow step candidate.
List what must be partner-reviewed vs. manager-reviewed — encode in checklists.
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