Stewart SystemsChristian Stewart · Wollongong
Guides / Professional services

A client deadline calendar for a small accounting or bookkeeping practice that doesn't depend on memory

BAS, income tax by client type, ASIC reviews, super, payroll tax and FBT, generated per client from a single sheet, with the month's due list every Monday and the new client added on day one.

Short answer: one client sheet with type, lodgement program, ASIC review date and any special dates generates the month's due list. New clients go in on engagement, not when the first deadline is missed.

What goes wrong

The deadline lives in practice software for existing clients and nowhere for the one signed last month. Lodgement programs differ by client type and agent status. ASIC annual reviews land on the company's own date. Payroll tax thresholds change.

The calendar

Per client: entity type, BAS cycle, income tax lodgement due, ASIC review date, super guarantee dates, FBT if applicable, payroll tax if applicable, and any custom dates. The Monday list: due this week, due next week, overdue. Practice software still lodges; this makes sure nothing is missing from it.

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Written by Christian Stewart, Stewart Systems, Wollongong. Published 2026-09-29. Records and flags, not legal, WHS or insurance advice; rules change, check the regulator for the current one.

Next step

Start with a free Snapshot.

Thirty minutes, and a one-page map of how your business runs today, where things fall through, and the three changes that would matter most. Yours to keep.