Your records, ready to share

Give your accountant read-only access to your books, or download an EOFY pack to share. Keep the records together as you go.

Free read-only accountant access and EOFY exports on every plan.

Your financial year
Your business records
The EOFY pack

Your records, ready for the next conversation.

  • Invoice register
  • Payments ledger
  • Credit notes
  • Contractor payments (TPAR)

An easier handover starts with organised records

Ready for accountant reviewRead-only access
  • Income and expenses
  • Tax estimate and working
  • Supporting receipts

Bring your accountant up to speed

Invite your accountant for read-only access to your records. They can review your figures and supporting information without needing you to assemble a new set of files each time.

What's included
  • Free accountant access on every plan
  • Read-only access to your books
  • One accountant can review multiple Bilbee clients
Read about access and data ownership
July to September · Sample quarter
G1 · Total sales
$13,200
1A · GST on sales
$1,200
1B · GST on purchases
$320
Net GST payable$880

Review before lodging. Not tax advice.

Give the figures some context

Your tax estimate includes its working. Your BAS worksheet draws on recorded income and expenses, so there's a clearer starting point for checking the figures together.

What's included
  • Tax estimates with the working shown
  • Cash-basis Simpler BAS worksheets
  • Supporting expense records and receipts

Estimates from your records, not tax advice. You or your accountant still handle lodgement.

Explore tax estimates and BAS
Your financial year
The financial year, together
  • Invoice register
  • Payments ledger
  • Credit notes
  • Contractor payments (TPAR)

Take the records with you

Download an EOFY pack when you want to share files. Keep the invoice register, payments ledger, credit notes and contractor payment records together.

What's included
  • EOFY pack on every plan
  • Registers and supporting records
  • Exports you can share with your accountant
Explore your data and exports

No extra seat to pay for

Every plan
Free read-only accountant access, tax tools and the EOFY pack.
Your choice
Invite your accountant into Bilbee or download files to share yourself.
Compare plans

Questions about accountant access

Does my accountant need a paid plan?

No. You can invite your accountant for free read-only access. One accountant can look after multiple Bilbee clients.

Can my accountant change my records?

Accountant access is read-only. They can review the records and discuss any changes with you; they don't edit your books through that access.

Can I use Bilbee without an accountant?

Yes. You can keep your own records and download the EOFY pack. Bilbee's tax figures are estimates, so get advice from a registered tax agent when you need help with your circumstances.

Does sharing access lodge anything with the ATO?

No. Accountant access shares your records for review. Bilbee doesn't lodge your tax return, BAS or TPAR, or make payments to the ATO.

What if I just want to send files?

Download the EOFY pack and share it with your accountant yourself. You don't have to invite them into Bilbee to use the export.

See how it all connects

Bilbee is invoicing, expenses and tax for Australian sole traders.

Less admin. More time for your business.

Add your business details, send an invoice, record an expense. The estimate does the rest.

Start free

Free to start: five invoices a month, no card.