• Record keeping evaluation tool

    This tool will help you evaluate how well you are keeping your business records. It takes between 5 and 10 minutes to complete.

    You should use this tool if you are:

    • running a business and responsible for the business' recordkeeping
    • responsible for managing records for a business – such as bookkeepers, registered tax agents or BAS agents.

    If you are thinking about starting a business, you could use this tool to understand what records you will need to keep.

    This tool should not be used by super funds, non-profit organisations or government agencies, as they have particular record-keeping requirements not covered by this tool.

    How the evaluation tool works

    After answering a series of questions, the tool will give you an evaluation report describing how well you are keeping business records.

    Any information you enter into this tool is for your own benefit only. We can't access the information you put into the tool.

    If you have any feedback about this tool, email recordkeepingevaluationtool@ato.gov.au

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    Last modified: 13 Oct 2016QC 17337