Generate BAS Summary Report as Excel

Prerequisites

• ✓You have recorded expenses and income in the system
• ✓You have access to the Reports page
• ✓Your transactions are tagged with the correct tax codes

Outcome

• BAS figures mapped to ATO labels in an editable spreadsheet
• Adjust figures before lodging if needed

Steps

1

Navigate to Reports

Go to your dashboard, click Reports in the main navigation, then click the Tax & Compliance tab.

2

Select BAS Summary

Select "BAS Summary" as your report type.

3

Select Your Date Range

Choose the reporting period that matches your BAS lodgment - typically a financial quarter.

4

Click Excel

Click the Excel button. Generation starts immediately and you will be notified when your report is ready.

5

Download Your BAS Summary

Once ready, download the Excel file from the Generated Reports section.

6

Preview Your BAS Summary Excel Report

Once downloaded, open the spreadsheet to view your BAS Summary figures mapped to each ATO label for the selected period. Cross-check every figure carefully, adjust anything that needs correcting directly in the sheet, then use it to complete your BAS lodgment or share with your accountant.