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Accounting & Bookkeeping Staff
 

Accounting & Bookkeeping Staff

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Accounting & Bookkeeping

Accounting & Bookkeeping

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    Accounting & Bookkeeping Staff Accounting & Bookkeeping Staff Presentation Transcript

    • A&B StaffAccounting & Bookkeeping
    • A&B StaffA&B Staff is a dedicated app for Accountants & Bookkeepers Staff to make their work related informationavailable online through MBPCloud, anytime anywhere.Clicking A&B Staff icon in home page directs you to the below page.
    • A&B StaffWelcome – gives you a brief description about A&B Client app.ASIC – explains the steps to be followed to request Practice to acts as an ASIC Registered Agent to do youronline ASIC lodgment process. *ASIC - Australian Securities & Investments Commission
    • A&B StaffBAS Bookkeeping – view useful information on BAS, refer standard BAS Bookkeeping documents, store yourbusiness’s BAS Bookkeeping documents, and steps on how MBPCloud BAS practice support works.“BAS Agents Portal” – view information on ATO “BAS Agent Portal”“Business Library” – your library of standard BAS Bookkeeping documents that you wish to use in your business.These may either be altered documents from Master Library, or your own business documents that you originated
    • A&B StaffClicking “Business Library” directs you to the below page, which lists all your BAS Bookkeepingdocuments.Click documents from list to view details.To add a new document to your business library, click “Add New” button, enter document details, attach document & Save. Add new document to your library Click to view detailsEnter document details Attach document
    • A&B Staff“Master Library” – a library of master standard BAS Bookkeeping documents, for your reference.All documents are fully custamisable to suit your business.The master documents you wish to use are copied across to the Business Library.Clicking “Master Library” directs you to the below page.Click documents from list to view details. Click to view detailsSteps – A&B Staff BAS Practice Support procedure
    • A&B StaffBusiness Library – your library of standard Accountants & Bookkeepers documents that you wish to use inyour business; either altered Master Library documents or business documents originated by you.Client Folders – securely store all your client A&B documents online in an organised folder structure withcontrolled user access.Create – create new folders & subfoldersClicking “Create” directs to below fields, enter folder details & Save.
    • A&B Staff Create Folder Create Folder Click to move selected Shared user(s) user(s) to shared list Select user to share folder Click to remove user(s) from shared listFolder created displays in grid, as shown below. Click to create sub- Click to edit folder folder under this folder details
    • A&B StaffUpload – store documents to folders/subfoldersClicking “Upload” directs to below fields, enter document details, attach document & Submit. Select folder from dropdown to store document Upload Document Upload Document Select document type from dropdown Attach document hereDocument uploaded displays in grid, as shown below.
    • A&B StaffSearch – search stored documents & folders by nameClicking “Search” directs to below fields, select entity type, enter entity name & Search. Select entity type Search Search Enter entity name Search result
    • A&B Staff List – view complete list of your stored documents & folders Clicking “List” directs to complete list, as shown below. You can perform various actions on stored documents, such as archive, download, delete, and move between folders. Folders listClick to view documents stored in this folder Select document to perform action Select action to perform on document
    • A&B StaffClient Job Review – submit your review of job performed by a client through “Client Job Review” onlineform.
    • A&B StaffFAQ’s – Frequently asked questions on Accountants & Bookkeepers Staff. Click to viewGetting Started – explains the procedures on how to get started with Practice Work through MBPCloud.
    • A&B StaffKnowledge – useful facts & information for Accountants & Bookkeepers in Australia.Click each submenu to view respective information. Click to view.
    • A&B Staff“Master Library” – a library of master standard Accountants & Bookkeepers Staff documents, for yourreference.All documents are fully custamisable to suit your business.The master documents you wish to use are copied across to the Business Library.Clicking “Master Library” directs you to the below page.Click documents from list to view details. Click to view.
    • A&B StaffPlanning & Schedules“Annual Returns” – securely store all your annual returns online in an organised folder structure with controlled user access.
    • A&B Staff“BAS & Income Tax” – securely store all your BAS & Income Tax documents online in an organised folderstructure with controlled user access.“Business Client Planning” – submit your client work planning through “A&B Staff Client Work Planning”online form.
    • A&B Staff“Mail & Registered Office Address” – securely store all your mail & registered office address online in anorganised folder structure with controlled user access.“Job Schedule” – securely store all your job schedules online in an organised folder structure withcontrolled user access.
    • A&B Staff“Practice Planning Schedule” – schedule your practice planning through “Practice Planning Schedule”online form.
    • A&B StaffSMSF & Portfolio Service – standard & your specific Self Managed Superannuation Fund & Portfolio Servicedocuments.“Business Library” – your library of standard Self Managed Superannuation Fund & Portfolio Service documents that you wish to use in your business.“Master Library” – library of master standard Self Managed Superannuation Fund & Portfolio Servicedocuments, for your reference.
    • A&B StaffStartups for Business & Individuals“Business Library” – your library of standard documents on startups for business & individuals, that you wish to use in your business.“Master Library” – library of master standard documents on startups for business & individuals, for your reference.“Registrations” – view information on Australian Business Register. Click to view Click to view
    • A&B StaffSteps Overall – explains Practice Work Overall Daily Procedure.Tax
    • A&B Staff “Fringe Benefits Tax”“Business Library” – your library of standard FBT documents, that you wish to use in your business.“Master Library” – library of master standard FBT documents, for your reference.“GST” - View information on ATO Goods & Services Tax.
    • A&B Staff “Income Tax”“Business Library” – your library of standard income tax documents, that you wish to use in your business.“Master Library” – library of master standard income tax documents, for your reference.“Steps”Individual ITR - this will give you an overall view on how MBPCloud Individual Tax Returns Process works.Business ITR - this will give you an overall view on how MBPCloud Company Tax Returns Process works.
    • A&B Staff “Tax Agents Portal” – view information on ATO Tax Agents Portal.“Payroll Tax”“Business Library” – your library of standard payroll tax documents, that you wish to use in your business.“Master Library” – library of master standard payroll tax documents, for your reference.
    • THANK YOU!For further information please contact us:Telephone : 1300 276 266Email : support@mbpcloud.com