Tax Tidy resources

Blog

Answer-first guides, checklists, comparisons, and product notes for Australian sole traders and small operators using bank statements for GST/BAS preparation and accountant handoff.

Guides

Practical workflows for organising transaction records, receipts and deductions, BAS summaries, and accountant-ready handoff material.

GST tracking

Sole trader GST tracker from bank statements

Use bank statement exports to keep GST review connected to transaction source rows.

Read guide ->

BAS workflow

Simple BAS prep workflow

Follow the quarter-end path from import to transaction review, GST/BAS checks, and export.

Read workflow ->

Transaction review

Transaction record review for BAS

Organise statement-backed records before they affect BAS summaries or accountant review.

Read review guide ->

Accountant handoff

Accountant-ready handoff export

Preview the export structure for GST review, transaction detail, and accountant handoff.

View handoff preview ->

Privacy

Offline Windows bookkeeping privacy

See what stays on your Windows device and what the website needs for accounts and billing.

Read privacy explainer ->

Tax records

How to organise receipts for tax in Australia

Answer-first guide for grouping receipts, matching transaction evidence, and preparing review material.

Read receipt guide ->

Accountant handoff

What to give your accountant for a sole trader tax return

Checklist of income, expense, GST/BAS, asset, and review notes to prepare before tax time.

Read accountant checklist ->

Small business records

Small business tax records checklist Australia

Core record categories for Australian small business tax and accountant review preparation.

Open records checklist ->

BAS records

BAS records checklist for small businesses

Sales, purchase, tax invoice, GST summary, and exception records to prepare for BAS review.

Open BAS checklist ->

BAS preparation

BAS preparation records checklist for Australian small businesses

Answer-first checklist covering sales records, purchases, GST, tax invoices, and accountant review flags.

Open BAS preparation checklist ->

EOFY

EOFY checklist for Australian small businesses

EOFY record reconciliation and handoff checklist for Australian small businesses.

Open EOFY checklist ->

Lead magnet

Accountant-ready tax records checklist

Printable HTML checklist for preparing transaction, receipt, GST/BAS, and accountant review records.

Open printable checklist ->

Comparisons

Fit checks for people choosing between Tax Tidy, spreadsheets, and broader accounting tools.

Spreadsheet comparison

Tax Tidy vs spreadsheets for GST prep

Compare manual spreadsheet tracking with a repeatable statement review workflow.

Compare with spreadsheets ->

Cloud accounting fit

Tax Tidy vs cloud accounting

Check when a focused desktop workflow fits better than a full cloud ledger.

Compare cloud accounting fit ->

Product updates

Major feature notes for the current Windows desktop workflow.

Release notes

Patch notes

Read major Tax Tidy feature updates and current product notes.

Read patch notes ->