Quarter-end BAS preparation
A simple BAS prep workflow from import to accountant handoff
Tax Tidy is for Australian operators who want a focused Windows workflow for organising transaction records, reviewing GST treatment, and preparing accountant review material.
The BAS prep path
Use the same sequence each period so your review is deliberate instead of rushed.
1. Import and include the right statements
Bring in bank statement exports, check file and row detection, and include only the statements that belong in the BAS period work.
2. Review transactions and categories
Filter transactions, inspect source rows, apply categories, and use rules where repeat descriptions should be handled consistently.
3. Check GST/BAS summaries and export handoff material
Refresh the BAS period, review GST buckets and evidence, then export handoff material for your accountant or your normal review process.
What Tax Tidy does and does not do
Tax Tidy helps organise statement-backed records and prepare summaries. It does not provide tax, legal, or financial advice, make final treatment decisions for you, or lodge BAS.
Where this fits
Tax Tidy works best when your records are statement-backed and you need a clear review layer before final BAS or accountant work.
Use it for transaction record review
Organise imported transaction records before the BAS period becomes a last-minute spreadsheet job.
Read BAS review guide ->Use it for accountant handoff
Turn reviewed records into accountant handoff exports instead of sending raw bank files onward.
View handoff preview ->Use another system when you need a ledger
Check whether a broader cloud accounting suite is a better fit for payroll, inventory, or multi-user accounting.
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