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BAS tracker

Job tracker firmsFor: Accountant

Quarterly and monthly BAS by accountant and financial year.

BAS under the tracker opens the BAS clients: one sheet per accountant, for the financial year you choose.

The BAS tracker on Graham's sheet with a Financial year selector set to FY26 and rows of BAS clients with client group, entity, job type, financial year, partner, due date, end of month, status and fee estimates, and an Add a client link.
The BAS tracker.
  • Choose the year in Financial year.
  • Each row is a BAS client, with its partner, dates, status and the prior and current year fee estimates.
  • Add a client… under the rows adds a client to the sheet.
  • Click a cell to change it, as on the job tracker.
  • The sheets: All Accountants, For Manager Review, per accountant, To Be Assigned (being written)Job tracker firms
  • Control alerts: what each one means (being written)Live

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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