QA Checklist

WatsonOS runs a set of pre-defined quality assurance checks on every BAS and surfaces the results. These include:

• Data integrity checks (suspense accounts with non-$0 balances, outstanding payments/receipts in bank accounts)
• Manual journals in GST accounts
• GST on ASIC fees
• Payroll integrity
• Potential payroll tax thresholds being reached

Each check shows as pass, warning, or fail with a plain-English explanation. Leave notes and mark items as addressed as you work through them.

Click the ? icon on the right of any check to open a query or flag — raise a client query and send it directly from the system, or raise an internal flag for the reviewer.

QA failures block the job from moving to review

Once you’ve addressed failures — either by updating Xero and re-syncing, or by marking the item as addressed — go back to the Summary tab, refresh, and the job can be moved to review.

If Xero needs updating: click Re-sync in the BAS workspace. Once the sync finishes (usually 3–5 minutes), click Re-Run. The engine will update all calculations and re-run QA checks.