Sole trader GST tracking

Track GST from bank statements without rebuilding a spreadsheet every quarter

Tax Tidy gives Australian sole traders a repeatable way to import bank exports, review transactions, apply GST treatment, and keep BAS figures traceable to the source rows.

Tax Tidy Tax screen showing BAS period controls, GST totals, and source transaction checks.
GST totals stay connected to reviewed statement transactions.

A practical GST tracking workflow

Use Tax Tidy between BAS periods as well as at quarter-end so the review work does not pile up.

Start with statement exports

Import QIF bank statement files, inspect processed rows, and choose which statements should flow into Transactions, Tax, and Reports.

Categorise repeat activity

Use categories and matching rules for recurring suppliers, then review anything unusual before it affects your GST view.

Check GST before handoff

Review BAS buckets, receipt evidence, and source rows before sending an export to your accountant or using your normal lodgement process.

Important boundary

Tax Tidy helps organise records and prepare GST/BAS summaries. It does not provide tax, legal, or financial advice and does not lodge BAS for you.

Related Tax Tidy guides

Use these pages to check the quarter-end review and export parts of the workflow.

BAS record review

See how statement-backed records can be organised before BAS time.

Read BAS review guide ->

Workbook export

Preview accountant-ready handoff material for reviewed records.

View handoff export ->

Spreadsheet comparison

Compare Tax Tidy with a spreadsheet-based GST prep process.

Compare with spreadsheets ->