On the BillMate Team plan, you can invite a tax agent as a team member and process BAS together. No more sending files over email or chat — review drafts and exchange questions on the same screen in real time.
Go to Settings → Team Members and invite your tax agent by email.
The invited tax agent clicks the email link, creates a BillMate account, and immediately gains access to your BAS screens.
On Reports → BAS, selecting a quarter shows the same draft to both the Owner and the Tax Agent. Click the chat-bubble icon next to any BAS label (G1, 1A, 1B, etc.) to ask a question directly on that label.
Once the Tax Agent has finished reviewing the BAS, the Owner can Lock the period to prevent further changes. Invoices and expenses in a locked period can no longer be edited, ensuring data integrity at the time of audit.
An invited tax agent can manage multiple clients (businesses) from one account. Select the desired client from the client switcher at the top of the screen to jump instantly to that business's BAS screen.
Dashboard → My Clients shows the full list of clients and each quarter's BAS status at a glance.
Tax agents can adjust BAS label values directly and leave notes explaining the adjustment. All edits are recorded in the Audit Trail.
Every event — who changed what and when — is recorded in the Audit Log. BAS edits, Lock/Unlock, Lodged processing, and Q&A messages all carry a timestamp and author.
New Q&A messages, BAS changes, and Period Lock events trigger in-app + email notifications to the other party immediately.
After finalising the BAS, submit to the ATO via one of the following: