Worksheet
Questions to take to your accountant
Eight questions on a single sheet: rate, service code, bundled items, place of supply, deposit treatment, credit on fit-out, e-invoicing threshold and how credit notes should appear. Each question has a blank line for the answer with the date each was confirmed.
Name: ______________________ Business: ______________________ Date: ______________
Use the sheet to agree the next action
Start with one example from your own work. Mark anything you cannot verify, name the person who can confirm it and record the next action before adding more rows. Use fictional or redacted details when sharing the sheet outside your team.
Scroll the table sideways to see every column.
| Item | Who owns it | Where it is kept today | What is missing |
|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “GST on coworking invoices explained: what to confirm”, www.gullysystem.com/blog/gst-on-coworking-invoices-explained