Supplier evidence is spread across inboxes and downloads
InvoSmart Tax gives this work a clear place to capture, review, follow up, and export.
For sole traders
A practical finance workspace for sole traders
Keep supplier receipts, customer invoices, payments, GST/BAS review evidence, and tax-ready exports together without paying for a complex accounting suite you do not fully use.
Pain points
Why this workflow gets messy
The problem is rarely one missing file. It is receipts, invoices, payments, approvals, and exports living in too many places.
Customer invoices and payment status are manually tracked
InvoSmart Tax gives this work a clear place to capture, review, follow up, and export.
Overdue invoices are hard to spot early
InvoSmart Tax gives this work a clear place to capture, review, follow up, and export.
GST/BAS and tax review packs take too long
InvoSmart Tax gives this work a clear place to capture, review, follow up, and export.
How InvoSmart Tax helps
- Centralise supplier receipts, PDFs, scans, and original files
- Create quotes and invoices, then track customer balances
- Record bank, Stripe, and manual payment workflows where configured
- Export expense and sales evidence for accountant or BAS/GST review
Example workflow
- 1Capture supplier receipts as work happens.
- 2Create and send customer invoices from the Sales workspace.
- 3Follow due-soon, overdue, and partially paid invoices.
- 4Export fiscal-year evidence and GST/BAS review data.
Suggested plan
Recommended: Expenses + Sales. Choose Bundle when payroll or staff time enters the workflow.
Recommended modules
- Tax Evidence & Expenses
- Quotes, Invoices & Receivables
- Business Operations Bundle if staff workflows are needed
FAQ
Can sole traders start with one module?
Yes. Start with Expenses or Sales, then add modules as your operation grows.
Does it replace accounting advice?
No. It organises source records and workflows so your accountant or bookkeeper has cleaner information.
Ready to see it in your workspace?
Start with one module, choose the Bundle when you need everything connected, and keep your historical records readable as your billing changes.