How to Set Up NDIS Bookkeeping

The steps

1. Choose accounting software (Xero is the de facto NDIS standard)
2. Set up GST registration if turnover exceeds threshold (most NDIS providers don't register)
3. Set up payroll for SCHADS-aligned workers
4. Set up bank feed and connect to NDIS rostering software
5. Set up monthly reconciliation routine
6. Set up plan-manager and NDIA-portal payment matching
7. Engage a bookkeeper with NDIS experience

Common mistakes to avoid

• Treating NDIS like normal commercial GST (most aren't registered)
• Manual payroll calculations for SCHADS Award rates
• No reconciliation between rostered shifts and paid invoices