Product updates

Patch notes

Major feature updates for the Tax Tidy Windows desktop app. We only list changes that materially affect what customers can do in the app.

Download Sole Trader trial See the workflow

What appears here

Patch notes are reserved for major user-facing updates. Minor installer rebuilds, dependency updates, billing/admin fixes, and website copy changes are left out unless they change the product workflow.

Major feature updates

Current app capabilities and major release-level changes.

Current major release

Current Windows desktop workflow

Tax Tidy is available as a Windows desktop app for Australian transaction record review, reporting, GST/BAS preparation, and accountant handoff exports.

  • Import bank statement exports and approve files before they enter the workflow.
  • Review parsed transactions and organise records with categories and rules.
  • Use reports to inspect reviewed records before sharing or exporting.
Trial workflow

30-day Sole Trader trial in the app

The Windows app can be tested before payment. The Sole Trader trial starts in the app and does not require a card.

  • Trial access includes statement import, review, categorisation, reports, GST/BAS summaries, accountant handoff exports, and one Sole Trader workspace.
  • Paid subscriptions keep access active after trial users evaluate fit and choose a plan.
Tax workspace tools

GST/BAS summaries and accountant handoff export

Sole Trader, Simple Company, Accountant Package, and workspaces with the Tax add-on support the tax workspace tools used for GST/BAS preparation and accountant handoff.

  • Review GST/BAS summaries from the same organised transaction records.
  • Export accountant-ready handoff material when records are ready to hand over.
  • Tax Tidy prepares records and summaries; it does not lodge BAS or provide tax advice.