Australia · BAS Agents

BAS agent software for Australian practices

A purpose-built workflow for BAS agents — recurring quarterly cycles, structured document collection, client approval signatures and a clean client portal.

Why firms choose TaxAgentPortal

Quarterly workflow

Recurring BAS cycles per client with reminders and a missing-info checklist.

BAS organizer

Targeted questionnaire for BAS work — sales, purchases, GST adjustments and PAYG.

Approval before lodgement

Capture client approval with typed signature, consent, timestamp and IP.

Client portal

Clients have one place to upload records and approve each BAS.

How firms use it

Quarterly BAS clients

Standardised quarterly flow for every BAS client.

IAS and PAYG

Recurring monthly or quarterly IAS workflows alongside BAS.

End-of-year reconciliation

Year-end review with documents and notes attached to the client.

FAQ

Frequently asked questions

Yes. The platform supports registered BAS agents in Australia, with BAS-specific organizer templates, quarterly workflows and approval flows.

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