Get BAS-ready faster with AI BAS

1. Log in to My Account and go to Manage my product.

2. Click Manage my subscription.

3. On the Manage subscription page, Premium features section, click Add AI BAS.

4. On the review page, review your subscription changes.

5. Click Add AI BAS to subscription.

6. The Manage subscription page is updated to show you have activated AI BAS.

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. You can also create your own to-do cards for reminders that aren’t already shown. 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.

Create your own to-do cards for tasks or reminders that aren’t already shown on the dashboard. Just click Add to-do, enter the details and an optional due date, then click Save. Your new card is added to your dashboard.

In an AI BAS card, click Review in AI BAS. AI BAS opens in dark mode.

You can work between your current BAS period and a BAS period that’s due. Use the tabs to move between your current BAS, BAS reports ready to lodge and past BAS reports.

At the top of the BAS summary, you’ll see your GST collected, GST claimable and net BAS position.

To review every transaction included in the BAS period, click View all transactions. You can filter the list, open a transaction to review its details and make changes without losing your place.

The summary also shows the tasks that need your attention, including missing documents, GST review, uncategorised transactions and manual updates.

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.

When you open a transaction from Missing documents, GST review or All transactions, it opens in a side panel.

The side panel shows:

• the transaction narration, date and amount

• the GST code, when available

• the AI explanation

• the action you need to take, such as accepting or rejecting a suggestion, or choosing Personal or Business

• a feedback bar below the explanation

For grouped transactions, the side panel shows the underlying transactions. Select Ungroup if you need to review them separately.

The ATO requires a tax invoice for purchases over $82.50 if you want to claim GST. AI BAS finds purchases over this amount that include GST but don’t have a tax invoice attached.

Open a transaction to review it in the side panel. Choose whether to claim GST, not claim GST or edit the transaction.

If you’re claiming GST, upload or attach the supporting document during BAS preparation. The document is automatically attached to the relevant transaction in your books.

AI BAS has suggested GST codes that are new or different to your original transactions. Review and confirm the right tax code for each.

In the side panel, review the explanation and 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.

AI BAS finds BAS-relevant transactions that need a category and suggests one for you.

Review the suggestion, then confirm it or choose a different category. You can update transactions individually or in bulk. When you approve a category, AI BAS updates the transaction in your books automatically.

At the end of your AI BAS review, you may see Manual updates required. This lists records that AI BAS couldn’t update automatically.

Export the list and update the records in your MYOB file or ask your advisor to update them. After you save your BAS report, you can continue working through the outstanding manual updates from the past BAS report. The list updates as you complete each change.

If you’re in a lodgement period, you can view a BAS summary:

If you want to:

• Double-check the transactions included in your BAS summary, click View all transactions.

  • Transactions are grouped into Income and Expenses, then grouped by GST code. Each GST code group shows the number of transactions and the total amount.

  • Click a tax code to expand the group and review its transactions. Select it again to collapse the group. If there are more transactions, click Show more to load them.

  • At the top of the page, you can see your total income, total expenses and GST position.

• 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.

1. Log in to My Account and go to Manage my product.

2. Click Manage my subscription.

3. On the Manage subscription page > Premium features > AI BAS, click Request cancellation.

4. The Manage subscription page is updated to show you have cancelled AI BAS.

AI BAS is currently available to eligible non-employing businesses using MYOB Business Lite or Pro with active bank feeds. It supports GST-registered businesses using simple, cash-based BAS scenarios, including G1, 1A and 1B.

Your accountant or bookkeeper can use their regular access to your MYOB file to review AI BAS suggestions, make adjustments and help you lodge your BAS. You can also share the downloadable BAS report with your advisor.

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.

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.

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.

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.

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.

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.