AI BAS turns BAS into continuous progress, so you’re on track throughout the quarter. It works progressively in the background, surfacing missing docs and identifying GST issues. A new dashboard shows your readiness percentage, and every approved decision in AI BAS updates your books automatically. So, when it’s time to lodge, you’re ready to go.
Tasks appear as cards on your dashboard and BAS summary page, prioritised by what matters most. Issues are spotted early, what matters is clearly highlighted, and you stay firmly in control. BAS is prepared as you go, so every quarter’s sorted.
How AI BAS works
AI BAS is available any time you open your MYOB Business. When you sign in, your dashboard shows any AI BAS items that need review, such as an incorrect tax code, a missing document, or transactions from the BAS period that haven't been matched or categorised.
You can click a shortcut in an AI BAS card to open AI BAS where you can review the suggestion, assign a category or make your own changes. When your BAS is ready to be lodged, you'll see a message letting you know.
Key points:
AI helps, but you stay in control. You don’t have to accept AI BAS suggestions.
Rejecting a suggestion changes nothing. Your transaction stays as-is in your books.
You can edit suggestions you disagree with. Update the transaction yourself instead.
AI BAS doesn’t lodge with the ATO. You do, or your advisor does.
AI BAS is a Premium Feature
To start using AI BAS, you need to add it to your MYOB account in My Account as a Premium Feature (what are Premium Features?). This means you pay an additional charge on top of your MYOB Business subscription. You can see details of this charge when you preview your AI BAS plan in My Account.
Once you've added AI BAS, you’ll see it when you open MYOB Business and can start using it straight away.
Part of the AI BAS Beta? You can continue using AI BAS, without any additional cost, for a limited time. After this, you’ll need to add AI BAS to your subscription as a Premium Feature.
To add AI BAS
Only the Primary Contact or Billing Contact on the MYOB account can add AI BAS.
Log in to My Account and go to Manage my product.
Click Manage my subscription.
On the Manage subscription page, Premium features section, click Add AI BAS.
On the review page, review your subscription changes.
Click Add AI BAS to subscription.
The Manage subscription page is updated to show you have activated AI BAS.
The dashboard shows you what needs reviewing
Any time you log in to MYOB, you'll see the dashboard. It's updated continuously as your books change, and it's your starting point for keeping on top of BAS-related tasks.
What you'll see in your dashboard
Log in to MYOB Business to see your dashboard. It shows ranked cards for things that need your attention across AI BAS, banking, sales and purchases. In the AI BAS view, you'll see how much of your BAS is already complete and a reminder of when your BAS lodgement is due.
Use the pills across the top to filter to banking, sales or purchases tasks, like transactions you need to allocate or overdue invoices to chase up.
In an AI BAS card, click Review in AI BAS. AI BAS opens in a dark colour theme (‘dark mode’):
At the top of the page, are the current balances of GST Collected, GST Paid and GST Owing.
Depending on where you are in the BAS period, you’ll see:
The Current BAS period view, showing the current BAS period that will be reviewed. This can’t be changed.
The Lodgement BAS period view, reminding you that the period has finished and when you must lodge by.
There is a summary of the number of transactions that AI BAS has automatically categorised with high confidence. You can still review and approve these by clicking View all transactions.
AI BAS also shows a checklist of things that still need your attention and that need to be resolved before you can lodge your BAS.
If you’re up to date and nothing needs your attention, we’ll let you know.
Click Review for each section in the checklist and review the flagged items. Any changes you accept or make, like changes to tax codes, will be saved in the associated transactions for you. AI BAS will also let you know about any transactions you'll need to manually update, such as those that haven't been matched or categorised.
Address the issues that need your attention
When you open AI BAS from a card, you'll see a checklist of things that need a closer look. These can include things like missing tax invoices, transactions where the tax code may need changing, uncategorised transactions, and manual updates AI BAS can't make for you. You can work through each area at your own pace and accept, reject or edit suggestions as you go.
Review GST claims with missing documents
The ATO requires a tax invoice for purchases over $82.50 if you want to claim GST.
This part of the review finds all purchases above this amount which include GST and that don't have a tax invoice attached. For each one, choose if you want to claim GST or not, or if you want to edit the transaction.
If you're claiming GST, you should have the document available for the ATO, and you can upload it into MYOB and attach it to the transaction.
Check transactions that need the GST code reviewed
AI BAS has suggested GST codes that are new or different to your original transactions. Review and confirm the right tax code for each.
For each suggestion, click Accept to accept the AI suggestion and AI BAS will update that tax code in the associated transaction. Click Reject to keep the original tax code, or click Edit to make your own changes.
Categorise transactions that need a category
AI BAS has found transactions with approved codes that haven’t yet been categorised. Choose the right category for each one.
Make any manual updates
At the end of the AI BAS review, you may see Manual updates required. This shows any updates you'll need to make in your MYOB file for approved non-standard tax codes.
You can export the list and then you or your advisor can update the tax codes in your transactions to reflect what’s in AI BAS.
Export the list then go to Banking > Bank transactions. Make sure the date filters are set to cover the BAS period.
Referring to your exported list, find each transaction you need to edit by searching for the description or amount. Expand the transaction, update its tax code and click Save.
In AI BAS, click Apply changes to save your changes.
Check your BAS readiness as you go
The BAS readiness percentage updates as you accept suggestions and complete checklist items. Check in regularly through the period, and again before you lodge, to see what AI BAS has done and make sure you're comfortable with it.
When you've completed the AI BAS review and updated any required transactions, you can then lodge or amend your BAS via your usual method.
Review the BAS report
If you’re in a lodgement period, you can view a BAS summary:
If you want to:
Double-check your BAS transactions, click View all transactions to review or edit the transactions for the BAS period behind your BAS summary. If you make changes, run AI BAS again to refresh the results.
Open the BAS report, click View report. You can then export or print the report to use when lodging your BAS via your usual method.
If it all looks good, click Save report.
This saves the report so it can appear in Past BAS reports.
Lodge your BAS to the ATO
When everything in your BAS summary looks right, you're ready to lodge. You can lodge your BAS:
via MyGov
through your accountant or BAS agent
by post.
For more information about these lodgement options, visit this ATO website.
You're not yet able to lodge your BAS from MYOB using AI BAS. AI BAS currently helps you to prepare ATO‑ready outputs, including GST allocation checks, summary totals and downloadable reports, so you or your BAS agent can enter the figures into the ATO or agent portal (for example via myGov) and lodge your BAS as usual. This keeps you and your advisor in control of the final lodgement step, while AI handles the heavy lifting of BAS preparation in the background.
In the Lodgement BAS period view, you can click Go to myGov to open myGov.
Cancelling AI BAS
You can cancel your AI BAS subscription at any time in My Account. If you cancel during your annual commitment period, you'll retain access until the end of that period, with monthly billing continuing until then.
To cancel AI BAS
You need to be the Primary Contact or Billing Contact on the MYOB account to be able to cancel AI BAS.
Log in to My Account and go to Manage my product.
Click Manage my subscription.
On the Manage subscription page > Premium features > AI BAS, click Request cancellation.
The Manage subscription page is updated to show you have cancelled AI BAS.
Frequently asked questions
How will my accountant or bookkeeper work in with AI BAS?
AI BAS is built to work with accountants, bookkeepers and BAS agents to streamline lodgement preparation.
Your advisor will use their regular access to your MYOB file and if AI BAS is turned on, they’ll be able to access the BAS workflow, review AI suggestions, make adjustments and help you lodge correctly.
As a business owner, you can also export a CSV of all BAS‑related transactions and a BAS summary for your advisor to review before you lodge with the ATO. They can review any allocations in your file and re‑run the AI BAS checks if needed.
Does AI BAS lodge my BAS with the ATO?
AI BAS currently does not lodge directly to the ATO. It helps you prepare ATO‑ready outputs – including GST allocation checks, summary totals and downloadable reports – so you or your BAS agent can enter the figures into the ATO or agent portal (for example via myGov) and lodge as usual.
This keeps you and your advisor in control of the final lodgement step, while AI handles the heavy lifting of BAS preparation in the background.
How am I billed for AI BAS?
AI BAS is sold as a 12‑month subscription, annual commitment and is billed monthly in advance on the same invoice as your MYOB Business subscription, on your normal billing date.
If you subscribe mid-month, a pro-rata charge for the partial month appears on your next invoice alongside your first full month.
How accurate is AI BAS, and who is responsible for my BAS?
AI BAS uses your MYOB data and AI models to detect GST, flag anomalies, find missing documents and explain its suggestions, with the goal of reducing errors and making BAS preparation easier and less stressful.
However, like any AI system, it can generate incorrect information, so you must always review the results and seek professional advice where appropriate.
MYOB is not a registered tax agent, and you remain responsible for accuracy and compliance when lodging your BAS with the ATO.
Why does AI BAS look black?
To signify that AI BAS is a new, easier way to keep on top of your BAS, we’ve given it a new look and feel. AI BAS is set to ‘dark mode’, so the background will be darker with light text. When you go outside of AI BAS workflow, you’ll see the typical, lighter MYOB colours.
What if I’ve already lodged my BAS?
If you’ve already lodged and you accept a suggestion from AI BAS and change any transactions, this might mean there's a mismatch with your records and what you lodged with the ATO. You should work with your advisor to either adjust the next BAS or lodge an amendment for the submitted BAS.