Airtax - QuickBooks Self-Employed FAQs

Who is Airtax?
Airtax is operated by certified accountants and provides a tax lodgement service for sole traders, freelancers and individuals. Airtax provides simple tax for everyone.

What if I already have an accountant?
Airtax provides an affordable, quick and convenient way to help you do your BAS and income tax return. Airtax imports your data directly so it’s easy to do your BAS. Airtax also takes your data from the ATO so your Airtax account is automatically up to date with all your tax information. Airtax is an online alternative to a physical accountant.

I already use mygov to do my BAS, why do I need Airtax?
Airtax imports your data straight from the source, so you can be sure it mirrors your QuickBooks Self-Employed data. We save you time by filling your data at the click of a button. But that's not all:

• Airtax provides you with prompts to help ensure you claim all of the relevant expenses in order to optimise your BAS
• You can complete your BAS and income tax return in less than 10 minutes.
• Compare your expense claims to other people like you. Airtax provides you with the confidence that what you’re claiming is reasonable.
• If you do need help, we’re here to provide you with direct and immediate assistance via our online live chat or our direct call Business Assist service.

Will I need to set up an account with Airtax?
Yes. For Airtax to lodge your tax, we need to know who you are and agree to our ts and cs. Setting up an account with Airtax is easy and it only takes a minute. It's free to sign up and once you’ve done that, you’re ready to upload your data.

Is my data protected?
Airtax puts your data security first. Any data transfers in or out of Airtax are encrypted to help ensure security and privacy. We store and backup your information to best practice standards for tax.

What’s more, Airtax is backed by the leading Global Mobility provider so you know your information is always handled to the global data security standards.

What if I have multiple income sources?
No problem. We’ll prompt you to enter different income sources so it’s easy if you have different incomes.

Will I have a chance to review my data before I lodge?
Yes. Once your data is imported to Airtax, we’ll give you the option to either review your data and make any updates or additions, or to lodge straightaway. It’s up to you how much of the detail you want to review.

I have a tax question, can Airtax help?

Of course! We have an extensive Help Centre with tips and guides to help make your tax simpler. We also have live chat so you can speak to an Airtax operator if you have specific questions about using Airtax or your tax in general. We also have a series of guides for individual professions to help with your specific tax needs.

What happens after I’ve submitted my BAS with Airtax?

Airtax was designed by certified accountants so you can always be sure your tax is in safe hands. Airtax has built in checks, alerts and prompts to make you aware of what can be claimed and where you should ensure your expenses can be substantiated.

See our processing times to understand when you BAS lodgement will be complete. And you can always check back on your Airtax dashboard to see the status of your BAS lodgement.

Can Airtax do my income tax return as well?
Yes. Airtax provides simple tax for everyone, and this includes income tax returns. You can start your income tax return from your Airtax dashboard.

How much does Airtax charge?

Your first BAS submission is free when you're a QuickBooks Self-Employed customer.

$49 for BAS

Free BAS if you have $0 income.

From $179 for income tax return (including an optional Accountant call)

$149 for Business Assist to speak to a BAS specialist

Please see Airtax terms for full details.

How does the import work?

When you upload your QuickBooks Self-Employed spreadsheet to Airtax, Airtax imports your income and expense data into your BAS. Read our guide to importing your QuickBooks Self-Employed data here.

What data is imported to Airtax?
Airtax imports your income and expense data for the BAS period you’re completing your lodgement for.  

Airtax only imports data containing GST. We take this information directly from your QuickBooks Self-Employed data, so please ensure that your income and expense data in QuickBooks Self-Employed are correct so that they are then reflected accurately in Airtax.

For example
An expense in QuickBooks of $1100 (inclusive of $100 GST) will be imported to Airtax
An expense in QuickBooks of $1100 with $0 GST will not be imported

How do I know the data is correct?
Airtax is designed by accountants and a team of web specialists who know where your data needs to go for you to complete your taxes properly and easily. This means your data always goes into the right place. Airtax has undergone rigorous testing on all data connection points. We also have built in checks to help make sure your data is imported correctly.

Does Airtax import ALL my data for the BAS period I am lodging?

• Airtax only imports the income or expenses which have GST included. Any records which don't have GST won't be imported.
• Sometimes you will have income or expense records that contain parts with GST and parts without GST. In this case, Airtax only imports the part of the income or expense that contains GST because you can only claim this part of the income or expense in your BAS. Car registration is often an example of this.

Why are the expenses or income i’m seeing in Airtax different from those I’ve created or used in QuickBooks Self-Employed?

Airtax takes the categories you’ve assigned or created in QuickBooks Self-Employed and reassigns them to the categories we need to, to do your BAS. These aren’t always the same, and that’s because we use categories that we think you might have expenses for based on your profession. If you see categories with $0 expenses in there, that’s fine. You don’t need to put expenses in every category. We just want to show you all the available categories so you don’t miss anything you could be claiming.

What happens if I have additional expenses that aren’t in QuickBooks Self-Employed?

No problem. When you review your BAS expenses you have the option to add or edit expenses.

Which is the correct report for me to upload to Airtax?

There are several reports you can download from your QuickBooks Self-Employed app. For Airtax, you need your QuickBooks Self-Employed Transactions Log which you can download from the reports section of your app. Please note that you will not be able to import your Tax Summary.