Focused BAS preparation

Organise transaction records before BAS time

Tax Tidy is for Australian operators who already have bank statement exports and need a clearer path from raw transactions to GST/BAS review.

By Tax Tidy Published Last reviewed

Tax Tidy BAS screen showing GST totals and source transaction rows.
BAS summaries stay traceable to the reviewed transaction rows.

Import, then review

Bring in statement exports, check parsed rows, and keep suspect transactions visible before they affect any GST/BAS summary.

Apply tax treatment deliberately

Use categories, rules, GST treatment, business-use percentage, and claim percentage so repeated transactions are easier to review.

Prepare, do not lodge

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

Record keeping context

ATO guidance expects business records that explain transactions and support GST reporting. Tax Tidy is designed to make those statement-backed records easier to review before you hand them to your accountant or lodge through your normal process.

Read the ATO GST records guidance

Track GST between BAS periods

Use the same statement-backed workflow before quarter-end so GST review does not become a last-minute review job.

Read GST tracker guide ->

Follow a BAS prep sequence

See the simple flow from import to transaction review, GST/BAS checks, and accountant handoff export.

See BAS prep workflow ->

Compare against spreadsheets

Check when a spreadsheet is enough and when Tax Tidy gives you a clearer review layer.

Compare with spreadsheets ->