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Australian Sole Trader BAS Spreadsheet Excel — GST Tracker G1 1A 1B FY2026-27

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Highlights

  • Designed by SheetNestAU
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 ZIP

Australian sole trader BAS spreadsheet & GST tracker Excel for FY2026–27. Log sales and purchases, then copy Simpler BAS labels G1, 1A and 1B straight into myGov — plus a tax set-aside % for every invoice.

Stop scrambling before every BAS. Log sales and purchases with GST — copy G1, 1A and 1B into myGov, and know what % of every invoice to park for the ATO.

Who it's for
Australian sole traders, freelancers, consultants, and side hustlers who are GST-registered (or preparing to be) and hate the quarterly BAS scramble.

The problem
Sales land in three bank apps, receipts live in photos, and every BAS due date becomes a late-night spreadsheet panic — with no clear tax pot.

The fix
A clean, multi-tab Excel tracker designed for the 2026–27 Australian financial year (1 Jul 2026 – 30 Jun 2027):

1. Log sales as they land (GST status dropdown)
2. Log business purchases (GST claimable Yes/No)
3. Open BASSummary → pick the quarter → copy G1 / 1A / 1B
4. Watch estimated income tax + Medicare update on TaxSetAside
5. Use the Dashboard set-aside % every time you get paid

What's inside
- StartHere tab (setup + licence)
- Dashboard with KPIs, GST position and set-aside %
- Sales log (150 rows, GST status & quarter dropdowns)
- Purchases log (claimable GST + category pie chart)
- BASSummary (Simpler BAS labels + optional PAYG instalment field)
- TaxSetAside (progressive tax estimate + per-invoice helper)
- Settings (GST rate, brackets, Medicare, editable categories)
- Checklist (BAS due dates + monthly habits)
- PDF Quick Start Guide

Sample data included so you can see how it works immediately — then replace with your figures.

FAQ — AU Sole Trader GST & BAS Tracker (FY2026–27)

What is this?
An Excel workbook for Australian sole traders to track GST-inclusive sales and purchases, summarise figures for quarterly BAS, and set aside tax — aligned to FY2026–27.

What’s included?
Sheets for Start Here, Dashboard, Sales, Purchases, BAS Summary, Tax Set-Aside, Settings, and Checklist. Digital download only (.xlsx).

Who is it for?
Sole traders registered (or preparing) for GST who want a simple tracker before lodging BAS — DIY lodgers or anyone gathering numbers for a bookkeeper/tax agent.

Does it lodge my BAS?
No. It helps you organise and calculate figures so you’re ready to enter them in Online Services / your lodgement method. It is not ATO software.

Do I need Excel?
Desktop Microsoft Excel is recommended. Compatible apps may work; formulas and layout are verified in Excel.

Is this tax advice?
No. Templates are organisational tools only. Confirm rates, labels, and obligations with ato.gov.au or your registered tax agent.

Which financial year?
FY2026–27. Quarters and labels follow that year — check Settings/Start Here after download.


Need help after purchase?
Message SheetNestAU with your order number. We’re happy to point you to the right sheet; we can’t advise on your specific tax position.
Can I use it if I’m not GST-registered?
It’s built around GST sales/purchases and BAS-style summaries. If you’re not GST-registered, you may still use parts of it for income/expense tracking, but BAS GST fields won’t apply.

Refunds?
Digital download — refunds aren’t available once accessed, unless the file is defective. Message the shop if something won’t open and we’ll help.

Disclaimer
Estimates only. Not tax advice. Not affiliated with the Australian Taxation Office. Supports typical Simpler BAS labels (G1, 1A, 1B). Does not cover full BAS (G2–G20), fuel tax credits, wine equalisation, luxury car tax, trusts, companies, partnerships, HECS/HELP, or complex GST classifications. Confirm figures with the ATO or a registered tax / BAS agent before lodging.

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Listed on Sep 7, 2026
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