Spreadsheet comparison

Tax Tidy vs spreadsheets for GST prep

Spreadsheets can work for simple records, but they become fragile when every BAS period depends on manual imports, copied formulas, category edits, receipt notes, deduction checks, and source-row review. Tax Tidy gives tax-time record review a repeatable Windows workflow.

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Need Spreadsheet Tax Tidy
Bank statement imports Works if you manually paste or transform exports consistently each time. Imports QIF statement files into a repeatable review workflow.
Category consistency Depends on manual sorting, formulas, and your discipline across periods. Uses categories and matching rules so repeat descriptions can be reviewed consistently.
GST/BAS review Can become hard to trace when formulas, filters, and copied ranges drift. Keeps BAS summaries traceable to reviewed transaction rows and evidence checks.
Accountant handoff Often becomes a mix of bank files, spreadsheet tabs, notes, and questions. Creates accountant handoff exports designed for review.

Spreadsheet pain points at tax time

Spreadsheets often start tidy, then drift when GST codes, receipt evidence, deduction notes, bank statement exports, and copied formulas are maintained by hand. That drift is what creates accountant questions later.

Accountant and bookkeeper handoff

Tax Tidy keeps reviewed transaction rows, categories, GST/BAS summaries, and export-ready records together so the handoff is less dependent on scattered tabs, filenames, and side notes.

Receipts, deductions, GST, and export-ready records

Use Tax Tidy when you want a focused workflow for tax-time organisation: import statement files, review categories, prepare GST/BAS support, and export records for accountant review.

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

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Check the workflow before you decide

Use the public guide and sample workbook to compare Tax Tidy against your current spreadsheet process.

Product workflow

See the import, review, GST/BAS, and report screens in order.

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GST tracking

See how Tax Tidy supports ongoing GST tracking from bank statement exports.

Read GST tracker guide ->

Sample workbook

Preview the workbook structure before starting a paid plan.

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