Monthly Services Agreement · FY2026–27
Your accounting services,
clearly defined.
We've prepared your updated Monthly Services agreement for the year ahead. Review what's included and approve your contract — all in one step.
⚑ Action required by 30 June 2026 — We cannot begin next year's work until your updated contract is approved. It only takes a moment.
Why this matters
A clear engagement for a new financial year
Each year we issue updated service agreements to ensure your engagement accurately reflects the work we perform together. The services described below form part of your Monthly Services contract — covering everything from bookkeeping and payroll through to BAS lodgements and year-end compliance.
Your approval before 30 June 2026 ensures there's no gap in service at the start of the new financial year.
Your contract is waiting for you in the Jewell Moore client portal. Click below to review the full scope, fees, and terms — and approve with a single click.
View your contract → ⚑ Approval required by 30 June 2026What's included
Your Monthly Services
Below is a comprehensive list of the services that may form part of a Monthly Services engagement with Jewell Moore. Not every client uses every service — your personalised contract will specify exactly which of these apply to you. Click See scope on any card to review the full detail for that service.
Bookkeeping
We record and maintain all your financial transactions, keeping your accounts accurate and ready for BAS and payroll preparation.
- Record all financial transactions (sales, purchases, receipts, payments)
- Reconcile bank statements and credit card accounts
- Maintain the general ledger and subsidiary ledgers
- Process accounts payable and accounts receivable
- Reconcile significant control accounts
- Financial documents and information in a timely manner
- Prompt responses to any requests for clarification
- Payroll processing (unless separately included)
- Tax returns (unless separately included)
- Making payments of any kind
- Weekly or monthly — based on your needs
Business Activity Statement (BAS)
We prepare and lodge your quarterly BAS with the ATO, including reconciliation of GST and PAYG accounts.
- Reconcile GST, PAYG and other required accounts
- Lodge the BAS electronically with the ATO
- If transactional amendments are required, an additional fee may apply
- Quarterly (or per your ATO lodgement schedule)
Instalment Activity Statement (IAS)
We prepare and lodge your IAS with the ATO, reconciling PAYG Withholding and payroll accounts each month.
- Reconcile PAYG Withholding, payroll and other required accounts
- Lodge the IAS electronically with the ATO
- If transactional amendments are required, an additional fee may apply
- Monthly (or per your ATO lodgement schedule)
Payroll Processing
We process your payroll, calculate PAYG Withholding, superannuation and entitlements, and lodge STP reports with the ATO. From 1 July 2026 this includes PayDay Super lodgement.
- Process payroll and generate payslips
- Calculate PAYG Withholding and superannuation
- Calculate leave entitlements (annual, personal, long service)
- Lodge Single Touch Payroll reports electronically
- Accurate hours worked and leave taken
- Rates of pay and approved bonus or deduction details
- Salary sacrifice and other payroll variation details
- HR services and employee benefits administration
- Representation in legal disputes
Superannuation Guarantee Lodgement
We calculate and lodge your employees' superannuation contributions quarterly, keeping you compliant with SGC obligations. From 1 July 2026 this transitions to PayDay Super, lodged as part of your payroll cycle.
- Calculate superannuation guarantee amounts
- Prepare and lodge SGC statements with the ATO or clearing house
- Provide payment information before the due date
- Accurate and complete payroll data
- Up-to-date employee and fund details
- Quarterly (until 30 June 2026)
Payroll Tax Return
We prepare and lodge your payroll tax return with the relevant State Revenue authority on your behalf.
- Identify relevant associated entities for payroll tax
- Determine gross payroll for declaration purposes
- Prepare and lodge the return with the State authority
- Details of all associated entities
- Employee locations and reconciled payroll information
- Legal advice and audit services
- Routine bookkeeping and HR services
STP Year End Finalisation
We complete and lodge your finalised Single Touch Payroll report with the ATO at year end, so employees can access their income statements.
- Review payroll reconciliation to financial information
- Include reportable fringe benefits as applicable
- Lodge the STP finalisation report with the ATO
- Reconciled payroll and financial information
- Details of any reportable fringe benefits
- 14 July each year
Taxable Payments Annual Report (TPAR)
We prepare and lodge your TPAR, reporting payments made to contractors throughout the year to the ATO.
- Review contractor supplier cards to confirm all required details (name, ABN, address, gross payments)
- Request missing information before proceeding
- Prepare the TPAR in your accounting software
- Lodge upon receiving your signed authority
- Complete and up-to-date contractor details in your accounting software
- 28 August each year
Ready to proceed?
Your contract is waiting
Review your personalised engagement and approve it before 30 June 2026 to ensure there's no gap in your service.
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Your contract is one click away
Review your full engagement, fees, and terms in the Jewell Moore client portal — and approve in seconds.
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What we need from you
To deliver these services accurately and on time, we rely on you to provide the following across all service areas.
Timely information
Provide all documents, hours, rates, and data promptly — delays affect lodgement dates and may result in ATO penalties.
Accurate records
Ensure the information you provide is complete and accurate. Any errors in source data will affect the accuracy of our work.
Prompt responses
Respond quickly to requests for additional information or clarification — particularly in the lead-up to lodgement deadlines.
Up-to-date details
Keep employee, contractor, and supplier information current in your accounting software so we can process correctly.
Signed authorities
Certain lodgements (including TPAR) require your signed authority before we can submit. We'll notify you when this is needed.
Award compliance
For payroll services, you are responsible for ensuring pay rates comply with applicable awards and industrial instruments.
Approve your contract before 30 June 2026
We can't start your next year's work without an approved engagement. It takes less than a minute.
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