Prepare invoices for tax time
Tax time is easier when invoices are already sent, paid dates are marked, and you can hand your accountant a clear pack.
Why this matters
Australian sole traders often need a clean record of income for the financial year. Tidy invoice history, with paid dates and correct GST treatment, saves time at EOFY.
Year-round habits
- Email invoices promptly and mark them paid when funds arrive
- Keep customer and ABN details accurate on your business profile
- Use due dates so unpaid work is visible on the dashboard
Tax time export
In the app under Settings → Account, Tax time export builds a ZIP for a chosen Australian financial year:
- an income ledger CSV
- a short summary
- matching invoice PDFs
It is separate from Download my data.
Issues that come up with manual invoicing
- Paid invoices get forgotten. Paid dates in FrogsWork help your bookkeeping.
- GST mix-ups are common without a clear business profile. Set GST registered once and invoice from that.
- Changing business details mid-year without care can confuse records. Keep your profile accurate.
- Quotes used instead of invoices for completed work. Create or convert to an invoice when the job is done.
For GST field setup, see GST invoicing in Australia.
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