Client Templates

March 22, 2010

A challenge faced by bookkeepers - whether they be BAS Agents or not - is educating clients about the changed laws. It is important that clients understand the changes that have occurred and the impact of these changes on both your business and theirs.

To assist with this, ABN BAS has produced two templates. The first template is suitable for use by a current or aspiring BAS Agent. The second template is suitable for use by the non-BAS Agent that will be making use of ABN BAS to facilitate BAS Services for their clients.

Both templates are provided in Word form so that you can cut and paste them onto your own leatherhead or email templates. They are intended to provide a framework for how to communicate the changes to your clients, however in all cases they will require customisation on your part to ensure that they appropriately match your circumstances. Moreover, some of your clients will have a greater appetite for detail than will others, so you may need to adopt a flexible approach, possibly creating a couple of different versions to suit your target audience.

The templates can be accessed from the Members Area of the ABN BAS web site. Simply Click on BAS Wizard, Client Templates. You can also view a sample of the templates in PDF form by clicking the below links:

Client Template for Use by Current or Aspiring BAS Agents

Client Template for Use by Non-BAS Agents

 

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