This is part of our Storage, Compliance and Practice Workflows series (Chapter 5 of the Dext tutorial hub):

• Lesson 1: Using the Dext Vault for ATO Record Keeping
• Lesson 2: Finding Receipts Fast in Dext at BAS or Audit Time
• Lesson 3: Multi-User Access in Dext for Your Bookkeeper

If the ATO ever asks a question about a specific transaction, being able to pull up the original document quickly makes the whole process far less stressful.

1. Searching by supplier

Filter by supplier name to quickly pull up every document related to a particular business you deal with.

2. Searching by date or amount

If you remember roughly when or how much something was, searching by date range or amount narrows things down fast.

3. Adding notes for context

Adding a brief note to an unusual transaction while it is fresh in your memory makes it much easier to explain months later.

4. Exporting documents when asked

Documents can be exported directly from Dext if you need to provide them to your BAS agent or in response to an ATO request.

Dext’s Help Centre covers search and export features: watch the official Dext tutorial. Our registered BAS agents can help pull together records quickly if the ATO ever asks.