Free Download:
Xero File Review Checklist

This free fillable PDF checklist helps you review the key areas in your Xero file, from bank feeds and GST codes to payroll and ATO reporting settings.

It’s designed for Australian small business owners who want to understand what’s going on in their books and catch problems early.

What’s Inside:

  • A simple list of the key areas to review in Xero

  • Checks for payroll, bank reconciliations and BAS readiness

  • Designed for Australian compliance

  • Fillable format you can save or print

  • A great first step before booking Xero training or a Health Check consultation

Who It’s For:

This is for you if:

  • You manage your own bookkeeping in Xero

  • You’re not sure if your file is set up properly

  • You want to build confidence in your financial systems

  • You want to understand what areas need to be checked and whether you can do it yourself or need expert help