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MYLEDGERGST & BAS

BAS summary PDF

Produce a BAS summary PDF for the client, edit and preview it before download.

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The problem it solves

Clients need a clear summary of their BAS figures to review and approve.

How it works

  1. Generate the PDF for the period.
  2. Edit and preview it.
  3. Download it, and it is marked as downloaded.

What your practice gets

  • A clear summary for the client.
  • Editable before download.
  • Download recorded.

Watch it in the product

A short recording of bas summary pdf in use.

Questions accountants ask

Can I edit the PDF?

Yes, before download.

Does it lodge?

No. MYLEDGER reconciles and summarises the figures; you carry them into your own lodgement software. Fedix does not lodge.

Can the client sign it?

Yes, it can be sent for e-signature.

Features that work alongside bas summary pdf.

BAS summary

See the BAS labels for a period, such as G1, 1A, 1B, W1 and W2, with drill-down to the transactions behind each figure.

Video

BAS cover email and e-signature

AI helps rewrite the BAS cover email, and the BAS can be sent to the client for e-signature.

Video

BAS adjustments working paper

Record GST, PAYG and BAS adjustments in a working-paper tab, with a record of each change.

Consistent GST treatment

Rules, zero-rating and learned patterns keep GST treatment consistent across similar transactions.

GST basis and non-profit threshold

Set the client's GST reporting method (cash or accrual) and the non-profit GST threshold where it applies.

GST settings and ABN check

Record GST registration, accounting method, reporting period and threshold, with an ABN lookup.

Video

See it working in your practice.

Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.

14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.

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