Using Solo by MYOB? Your AI BAS help is here
AI BAS (Beta) is an AI‑powered BAS preparation tool that helps get your BAS ready to lodge. It reviews your transactions 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.
AI BAS does the review and helps fix any issues
If AI BAS finds any issues in a transaction, like the wrong tax code, it'll suggest the right tax code to use. All you need to do is accept the suggestion and AI BAS will update the transaction for you.
AI BAS will also find transactions for the BAS period which haven't been matched or categorised. It'll also suggest which tax codes to use for them so you can manually make those changes.
This ensures your MYOB data matches what you report to the ATO.
Already lodged your BAS?
If 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.
AI BAS is currently in beta
This beta is for businesses who have been invited to try AI BAS to help shape its development.
Limitations during the beta:
The beta is only for GST-registered Australian businesses with no employees who use cash accounting and prepare a simple BAS (G1, 1A, 1B).
You can’t lodge your BAS using AI BAS
With your approval, AI BAS can update transactions for you where it finds the wrong tax code has been applied – but it can't update transactions that haven't been matched or categorised. You'll need to manually fix these yourself.
You can’t currently save your progress during the AI BAS review. If you don’t finish the workflow you’ll need to start again from the beginning.
Get started with AI BAS
Using Solo by MYOB? Your help is here
Use AI BAS to review your transactions for the quarterly BAS period that's due to be lodged. It uses the data in your MYOB file, so make sure your tax codes are set up correctly and you’ve entered all sales and purchases for the BAS period.
AI BAS looks for things like missing documents that you need to claim GST, or transactions with the wrong tax code. It'll help fix these issues where it can (with your approval) and generate a report with values for G1, 1A and 1B that you can enter onto your BAS – ready for lodgement.
Start the review
Access AI BAS from the Reporting menu > BAS reports > Get started.
You’ll see the BAS period that will be reviewed. This will be the current BAS period and can’t be changed.
When you continue, AI BAS reviews your transactions for the BAS period and shows a summary checklist, like this:
Work through 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 (allocated transactions only). 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.
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.
Transactions that need a GST check
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.
View BAS report
Once you’re done, you’ll see a BAS summary. These figures are based on any changes you accepted or made during the review, and any manual updates you need to make (you'll see these in the next step after you click Continue).
You can use the figures in your summary to prepare your BAS.
Click Continue to see any manual transaction updates you might need to make.
Manually update your records
At the end of the AI BAS review, the Update your records step shows any manual updates you'll need to make, for example bank transactions that need to be allocated (matched or categorised) in your MYOB file.
Suggested tax codes are provided to help you deal with these transactions so your records match your BAS.
View or print the list then go to Banking > Bank transactions. Make sure the date filters are set to cover the BAS period.
Now find each transaction you need to match, categorise or edit by searching for the description or amount. Expand the transaction, make the required change and click Save.
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.
AI helps – but you remain in control
AI BAS generates results from your data using AI, for Simple BAS (G1, 1A, 1B) and cash-based accounts only. AI may generate incorrect information, so you should always review any results and seek professional advice where appropriate. MYOB is not a registered tax agent. You remain responsible for accuracy and compliance in lodging your BAS with the Australian Taxation Office.
If you use an accountant, bookkeeper or BAS agent, AI BAS is built to work with them – not replace them. If your advisor has access to your MYOB file and AI BAS is turned on, they’ll be able to access AI BAS, review the AI suggestions, make adjustments and help you lodge with confidence.
AI BAS does not lodge directly to the ATO
You're not yet able to lodge your BAS from MYOB using AI BAS.
Instead, 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.
Have any feedback?
Your feedback helps us improve our products and features. There’s an option to give feedback on each step of the AI BAS workflow to let us know what worked well, what was unclear, and how we can make AI BAS even easier to use.
If you’re part of the AI BAS beta, we may also reach out to you directly for feedback.
Note: We can’t support you with AI BAS issues, but we’ll make sure your feedback is passed on to our development team.
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 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.