Step 1: Initiate the BAS WizardTo begin, select your client from the sidebar and navigate to the BAS tab located in the top navigation bar. If no records exist, click the Prepare BAS button in the center of the screen or the top-right corner to launch the ...
3.1 Initiating Your Reporting: Adding a Financial YearBefore you can begin reconciling transactions or generating reports, you must establish the relevant financial year for your client. This acts as the "container" for all subsequent quarterly or monthly ...
Step 1: Review the Summary of AmountsThe Summary of Amounts pane provides an instant, high-level snapshot of your reporting position. Before diving into the details, verify that the primary labels align with your expectations:G1 (Total Sales): The gross i ...
Step 1: Open BAS and Select the Financial YearFrom the top navigation bar, click BAS. You will see the available financial years displayed as cards. Select the relevant financial year you want to prepare the BAS for. If the required financial year is not ...
Using the Ezyiah CSV TemplateIf you encounter an error during upload or the AI cannot detect the columns in your bank statement, follow these steps to format your data manually.Step 1: Download the TemplateIn the Document upload portal, look for the instr ...