Are you at risk Checklist?

To help you assess your bookkeeper, we have provided a list of questions for you to answer yes or no to.   We have provided you with guidelines and information to bring your bookkeeper up to the professional standard you expect and need.  

Bookkeepers Assessment Toolkit	More Info
1.  Is your bookkeeper aware of the income tax law requirements governing bookkeepers?	Q 1
2.  Does your bookkeeper have any formal bookkeeping qualifications (software courses are not bookkeeping qualifications)?	Q 2
3.  Does your bookkeeper keep up-todate with tax regulation requirements through professional journals and professional associations?	Q 3
4.  Did your bookkeeper provide you with a letter explaining their fees and tasks?	Q 4
5.  Did you sign the appropriate permission forms?	Q 5
6.  Did your bookkeeper ensure the computer had appropriate virus protection to protect your personal details?	Q 6
7.  Did your accountant approve your bookkeepers work before lodging your BAS?	Q 7
8.   Does your bookkeeper have Professional Indemnity and Public Liability insurance?	Q 8
9.  Does your bookkeeper follow a professional code of conduct?	Q 9