Zoho Books Accountant (Australia) – GST, BAS Setup & Ongoing Bookkeeping
Budget: $30 – $250 AUD
My Australian small business has recently migrated to Zoho Books and I am looking for an experienced Zoho accountant to ensure the file is fully compliant with Australian tax rules and running smoothly day-to-day.
The immediate priority is a clean and accurate GST setup, followed by reliable BAS reporting and ongoing bookkeeping support. This is intended to be a long-term engagement for the right person.
Scope of work includes:
• Initial health check of the existing Zoho Books organisation
• Review of chart of accounts, opening balances, and bank feeds
• Configuration and correction of Australian GST tax codes
• Correct GST defaults applied to all contacts and items
• Bank-feed rules set up to correctly capture GST for both cash and accrual reporting
• BAS worksheet configuration in Zoho Books to mirror ATO labels for fast and accurate lodgement
Ongoing monthly and quarterly support:
• Monthly bank and account reconciliations
• Expense categorisation and optimisation for deductible treatment
• Early identification and flagging of anomalies or issues
• Monthly management-style reporting (scope to be agreed)
• Quarterly BAS draft prepared inside Zoho Books ready for review and ATO submission
Year-end and tax preparation support:
• File maintained in a fully tax-ready state
• Clean reconciliations and supporting working papers
• Clear audit trail for handover to external tax accountant
• Proactive advice so tax planning focuses on strategy, not clean-up
Ideal experience and skills:
• Proven experience with Zoho Books (mandatory)
• Strong knowledge of Australian GST and BAS
• Experience lodging or preparing BAS for Australian businesses
• Comfortable working with the ATO portal
• Experience with Zoho Expense preferred
• Experience supporting small businesses or service-based companies
To apply, please include:
• Your experience using Zoho Books with Australian clients
• Examples of GST and BAS work you have handled
• Typical turnaround times for monthly reconciliations
• How you prefer to collaborate within Zoho’s ecosystem
The immediate priority is a clean and accurate GST setup, followed by reliable BAS reporting and ongoing bookkeeping support. This is intended to be a long-term engagement for the right person.
Scope of work includes:
• Initial health check of the existing Zoho Books organisation
• Review of chart of accounts, opening balances, and bank feeds
• Configuration and correction of Australian GST tax codes
• Correct GST defaults applied to all contacts and items
• Bank-feed rules set up to correctly capture GST for both cash and accrual reporting
• BAS worksheet configuration in Zoho Books to mirror ATO labels for fast and accurate lodgement
Ongoing monthly and quarterly support:
• Monthly bank and account reconciliations
• Expense categorisation and optimisation for deductible treatment
• Early identification and flagging of anomalies or issues
• Monthly management-style reporting (scope to be agreed)
• Quarterly BAS draft prepared inside Zoho Books ready for review and ATO submission
Year-end and tax preparation support:
• File maintained in a fully tax-ready state
• Clean reconciliations and supporting working papers
• Clear audit trail for handover to external tax accountant
• Proactive advice so tax planning focuses on strategy, not clean-up
Ideal experience and skills:
• Proven experience with Zoho Books (mandatory)
• Strong knowledge of Australian GST and BAS
• Experience lodging or preparing BAS for Australian businesses
• Comfortable working with the ATO portal
• Experience with Zoho Expense preferred
• Experience supporting small businesses or service-based companies
To apply, please include:
• Your experience using Zoho Books with Australian clients
• Examples of GST and BAS work you have handled
• Typical turnaround times for monthly reconciliations
• How you prefer to collaborate within Zoho’s ecosystem