The Australian XBert task template set is comprised of 27 templates, many with additional sub tasks, organised across 15 processes.
XBert has task templates covering many of the most common services that a bookkeeping practice provides to their clients on a recurring basis. Below is a summary of these services and the XBert task templates that are used to automate the provision of such services.
SG Charge Statements
Fuel Tax Credits
Wine Equalisation Tax
BAS Preparation, Review and Lodgement
IAS Preparation, Review and Lodgement
Payroll Tax - Annual Reconciliation Lodgement
Process Payroll - Without Timesheets
Payroll Tax Return
Process Payroll - With Timesheets
Advisory and Reporting
Cash Flow Management
EOY Accountant Journals
Admin and Internal Time
Client On-Boarding Checklist
Client Off-Boarding Checklist
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