Accountant handoff

Create an accountant handoff export instead of sending a stack of bank files

Sole Trader, Simple Company, Accountant Package, and workspaces with the Tax add-on include accountant handoff exports for final review.

By Tax Tidy Published Last reviewed

Start Sole Trader trial See pricing
Tax Tidy transaction review screen with category totals and tax export action.
Review categories and transaction detail before creating the export.

Sample workbook preview

This preview uses a generated demo export. Use your accountant's advice for final treatment and lodgement decisions.

The handoff export is a transaction review workbook with GST/BAS summaries, category detail, notes, and source transaction rows. It does not include invoice management, bank reconciliation, payroll, or BAS lodgement.

Sample export

Tax Tidy accountant export demo

Preview Overview, GST Review, Category Summary, Deductions, and Transactions from the generated workbook.

Download sample workbook
Workspace Website Demo
Sample year 2024-25
Total income $85,254.82
Total expenses $35,873.72
Total deductions $34,073.72
Taxable income $51,181.10
Loading workbook preview...
See the workflow Ask about fit