🇦🇺Australia Tax Guide

BAS Lodgement Guide - Australia

Business Activity Statements (BAS) are a core tax obligation for Australian businesses registered for GST. Every quarter (or monthly for larger businesses), you must report your GST collected, GST paid, PAYG withholding and PAYG instalments to the ATO. Getting your BAS right means accurate bookkeeping throughout the quarter - not a last-minute scramble.

Step-by-Step Process

1

Ensure all bank transactions are categorised in Xero with correct GST codes

2

Reconcile all bank accounts for the BAS period

3

Review the GST summary report in Xero to verify GST collected vs GST paid

4

Check PAYG withholding amounts match your payroll records

5

Review PAYG income tax instalment amount

6

Generate the BAS report in Xero or your accounting software

7

Lodge via the ATO Business Portal, myGov or through your tax agent

8

Pay any amount owing by the due date to avoid penalties

Australia Compliance with ATO

Businesses in Australia operating under the GST + BAS system must meet these compliance requirements set by ATO:

Automatic GST categorisation (10% standard rate)
BAS-ready reports - lodge quarterly or monthly
Single Touch Payroll (STP) integration
ATO-compliant record keeping
ABN and TFN tracking
Superannuation obligation tracking

Common Mistakes to Avoid

Lodging late - the ATO charges penalties starting at $313 per 28-day period

Incorrect GST codes on transactions leading to wrong GST amounts

Forgetting to include all bank accounts in the reconciliation

Not reconciling before generating the BAS report

Claiming GST on items that are GST-free (like basic food or exports)

Missing the payment deadline even when the lodgement is on time

How SortBooks Automates This for Australia Businesses

SortBooks connects to your Xero account and handles GST + BAS compliance automatically. Every transaction is categorised with the correct tax treatment, bank feeds are reconciled in real-time and your ATO-ready reports are always up to date. No more last-minute scrambles or manual data entry.

Automated Categorisation

Every transaction gets the correct GST + BAS code automatically - 97%+ accuracy from day one.

ATO-Ready Reports

Generate compliant reports for ATO at any time - no reconciliation needed.

Deadline Reminders

Never miss a filing deadline. SortBooks tracks your obligations and reminds you in advance.

Frequently Asked Questions

When is my BAS due?

Quarterly BAS is due 28 days after the end of each quarter. Q1 (Jul-Sep) is due 28 October, Q2 (Oct-Dec) is due 28 February, Q3 (Jan-Mar) is due 28 April, and Q4 (Apr-Jun) is due 28 July. Monthly BAS is due on the 21st of the following month.

Do I need to lodge a BAS if I had no income?

Yes. If you are registered for GST, you must lodge a BAS even if you had no sales or purchases during the period. You can lodge a nil BAS.

Can SortBooks prepare my BAS automatically?

Yes. SortBooks categorises every transaction with the correct GST code throughout the quarter. When BAS time comes, your GST summary is already accurate - just review and lodge. Many users report cutting BAS preparation from hours to minutes.

Automate your GST + BAS compliance with SortBooks

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