Windows desktop app for Australians
Organise tax records for GST, BAS, and accountant handoff
Review and categorise transactions, prepare GST/BAS summaries, and create accountant review exports from the Windows desktop app.
- Category breakdown and trend views
- Final sense check before accountant handoff
Built for Australian contractors, consultants, freelancers, creators, tradies, and small operators who work from bank statements.
From first import to accountant handoff.
Import your statement, review the transactions that need attention, then prepare GST/BAS summaries and create accountant review exports.
See your statement clearly
Keep the original statement detail visible while you check parsed transactions, balances, and edge cases before they affect your reports.
Review and categorise
Use rules where they help, then make explicit edits for splits, reimbursements, notes, and receipts when the transaction needs judgment.
Create accountant review exports
Produce GST summaries and Excel exports that are easier to send than a stack of bank CSVs or a rushed spreadsheet.
Tax records guides.
Use these practical Australian guides to organise transaction records for tax before BAS, EOFY, or accountant handoff.
Organise receipts
See a simple way to group receipts, invoices, notes, and bank transaction evidence by income year.
Read the receipts guide ->BAS preparation records checklist
Check sales, purchase, GST, tax invoice, and adjustment records, then flag anything needing GST record review before BAS.
Open the BAS preparation records checklist ->EOFY and accountant handoff
Prepare year-end records and accountant review material without turning Tax Tidy into a full ledger.
Review the EOFY checklist -> See accountant-ready records ->Proof before you pay.
Use the trial and public product guide to check whether the workflow fits your records before you start a paid subscription.
Sample handoff export structure
Preview the tax review handoff: BAS summary, transaction detail, and review notes for accountant questions.
View workbook preview ->Offline-first privacy
Imported statements, transaction review work, rules, receipts, reports, and exported files stay on your device unless you share them.
Read privacy details ->Fit check against cloud suites
Tax Tidy is for focused transaction record review and accountant handoff exports. It is not a payroll, inventory, or full ledger system.
Compare fit ->Why people choose Tax Tidy.
Tax Tidy is a focused desktop app for people who want clearer transaction review, simpler GST prep, and easier accountant handoff without a full cloud ledger.
Desktop-first by design
Keep records and workflow control on your machine while still getting subscription, update, and account support through the website.
Made for straightforward records
Best suited to contractors, small businesses, and operator-led record keeping without payroll-heavy or multi-entity accounting complexity.
Try it before you subscribe
Download the Windows app first. No card required. The 30-day Sole Trader trial starts in the app with statement import, review, categorisation, reports, GST/BAS summaries, accountant handoff exports, and one Sole Trader workspace.
Start with the app trial or go straight to subscription.
Download the Windows app. No card required. The 30-day Sole Trader trial starts in the app. Choose a paid plan when you are ready to keep using Tax Tidy after the trial.