Generate BAS Summary Report as PDF

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
• Ready to help complete your Business Activity Statement

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. This maps your GST and PAYG data to the ATO's G1-G20, W1, W2, 1A, 1B, and 5B labels.

3

Select Your Date Range

Choose the reporting period. Most businesses lodge BAS quarterly, so pick the financial quarter that matches your lodgment period, or use a custom date range.

4

Click PDF

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

5

Download Your BAS Summary

Once ready, download the PDF from the Generated Reports section.

6

Preview Your BAS Summary PDF Report

Once downloaded, open the PDF to view your BAS Summary formatted and ready to use. The report will display your GST and PAYG figures mapped to each ATO label for the selected period. Cross-check every figure carefully, then use it to complete your BAS lodgment, share it with your accountant, or keep it for your records.