BAS Report Guide - BillMate

1

What is a BAS Report?

A Business Activity Statement (BAS) is a form you submit to the Australian Taxation Office (ATO) each quarter to report your GST obligations. If your business is GST-registered, you need to report:

GST collected on your sales (invoices)
GST paid on your purchases (expenses)
Net GST — the difference you owe or are owed

BillMate automatically calculates these figures from your invoices and expenses, generating a BAS summary you can use when lodging with the ATO.

Switching from another platform?

If you've been using Xero, MYOB, QuickBooks, or Wave this quarter, you can import your existing data via CSV and BillMate will include it in your BAS calculations.

Overall Flow

Export CSV
from Xero

→

Import into
BillMate

→

Create new
invoices/expenses

→

Generate
BAS Report

→

Export
PDF / CSV

2

Export Your Data from Xero

Before importing into BillMate, export your current quarter's data from Xero as CSV files.

Exporting Invoices

In Xero, go to Business → Invoices
Filter by the date range for your current quarter
Click the Export button and select CSV
Save the file to your computer

Exporting Bills (Expenses)

In Xero, go to Business → Bills to pay
Filter by the date range for your current quarter
Click Export and select CSV
Save the file to your computer

Other Platforms

BillMate also supports CSV imports from other platforms. Coverage varies by source:

Xero — Customers, Invoices, and Expenses (full support)
QuickBooks — Customers and Invoices
MYOB — Customers
Wave — Customers
Rounded — Expenses

3

Import CSV into BillMate

A. Import Customers First

If your invoices reference customers, import your customer list first so BillMate can match them.

Go to Settings ⚙ → Import Data
Select data type: Customers
Upload your Xero contacts CSV
Review the auto-detected mapping and click Import

B. Import Invoices

Go to Settings → Import Data
Select data type: Invoices
Drag and drop your Xero invoices CSV (or click to browse)
BillMate automatically detects it as a Xero file and shows the source badge

Review the Column Mapping — most fields are mapped automatically:

BillMate Field	Xero Column
Invoice Number	Invoice Number
Customer Name	Contact Name
Issue Date	Invoice Date
Due Date	Due Date
Total	Invoice Amount
GST Amount	Tax Amount
Status	Status

Preview the data, then click Import

C. Import Expenses (Bills)

Select data type: Expenses
Upload your Xero bills CSV

BillMate detects the Xero format and maps the columns:

BillMate Field	Xero Column
Date	InvoiceDate
Description	Description
Unit Amount (Ex GST)	UnitAmount
Quantity	Quantity
Tax Type	TaxType
Category	AccountCode
Supplier Name	ContactName

Preview and click Import

How GST is calculated for Xero expenses

Xero's CSV provides amounts excluding GST. BillMate automatically calculates GST based on the TaxType field:

"GST on Expenses" → 10% GST added
"GST on Imports" → 10% GST added
"No Tax" → $0 GST

Duplicate Protection

Invoices with the same invoice number are automatically skipped — no duplicates will be created.

4

Review Your Data

After importing, verify your data is correct:

Dashboard → Invoices — check imported invoices with correct amounts and GST
Dashboard → Expenses — check imported expenses with categories and GST amounts

Any new invoices or expenses you create in BillMate from this point forward will automatically be included in your BAS calculations for the relevant quarter.

5

Generate Your BAS Report

Go to Dashboard → Reports
Use the Quarter Selector to choose the quarter (e.g., Q3 FY 2025-26 = January – March 2026)
BillMate calculates everything automatically

BAS Summary

The report shows four key figures:

Total Sales

G1

$25,300.00

GST on Sales

1A

$2,300.00

GST on Purchases

1B

$890.00

Net GST Payable
1A - 1B
$1,410.00

Field	What it means
G1 – Total Sales	Sum of all invoice totals (GST-inclusive) for the quarter
1A – GST on Sales	Total GST collected from your invoices
1B – GST on Purchases	Total GST paid on your expenses (Input Tax Credit)
Net GST	1A minus 1B. Positive = you owe ATO. Negative = ATO owes you.

Below the summary, you'll also see:

Sales Breakdown — individual invoices with customer name, date, and GST
Purchases Breakdown — individual expenses with category, date, and GST

6

Export Your BAS Report

Click the Export dropdown button on the Reports page:

Export Option	Description
PDF Download	Full BAS report with summary and breakdowns. Perfect for your accountant.
CSV – BAS Summary	G1, 1A, 1B, and Net GST figures in spreadsheet format.
CSV – Invoices	All invoices for the selected quarter.
CSV – Expenses	All expenses for the selected quarter.

Important

BillMate's BAS report is a reference document to help you prepare your BAS. It is not a direct ATO submission. Lodge your BAS through myGov, your registered tax agent, or the ATO Business Portal.

7

Process BAS with your tax agent

On the BillMate Team plan, you can invite a tax agent as a team member and review BAS on the same screen. Exchange questions via Q&A threads next to each BAS label instead of email or chat, then lock the period once finalised.

Invite tax agent → review BAS together with Q&A → Period Lock → lodge to ATO → Record Lodgement

All edits are captured in the Audit Log, and new messages and changes trigger in-app + email notifications to the counterpart.

Full guide

See the Tax Agent Collaboration Guide for the step-by-step walkthrough.

?

Frequently Asked Questions

Will duplicate invoices be imported?

No. BillMate checks the invoice number and automatically skips any that already exist in your account.

Xero's expense CSV doesn't show a GST column. Will GST be calculated?

Yes. BillMate reads the TaxType column (e.g., "GST on Expenses") and automatically calculates 10% GST on the ex-GST amount.

Can I import data from previous quarters?

Yes. All imported data is dated, so it will appear in the correct quarter when you generate your BAS report.

Do I need to be GST registered?

Yes. BAS reporting requires GST registration. You can enable this in Settings → Business Details.

Does BillMate submit my BAS directly to the ATO?

Not yet. Direct ATO lodgement is on our roadmap. For now, use the exported PDF/CSV to lodge through myGov or your accountant.

I only use BillMate (no other platform). Do I need to import anything?

No. If all your invoices and expenses are already in BillMate, just go to Reports and generate your BAS directly.

Can I collaborate with my tax agent inside BillMate?

Yes. On the Team plan, invite your tax agent as a team member and process BAS together. See the Tax Agent Collaboration Guide for details.

How much is the Team plan and what's included?

The Team plan is $20/month ($200/year) and includes everything in Business plus PAYG/Super payroll (up to 10 employees) and tax agent invitations for BAS collaboration. See pricing.