Stages

1. BAS

   Opens on the BAS Summary tab (leftmost; periods down, BAS labels across); reconciliation, tax-rate and by-field tabs follow. Figures are filled from Xero’s Activity Statement and/or transaction roll-up where available; shaded cells are for staff. Refresh from Xero after editing key totals on the summary.
2. A/R, A/P & GL

   A/R and A/P from unpaid invoices in Xero; general ledger-style lines from invoices, bank transactions, and manual journals in the workbook period. Payroll activity loads in a later step for the **same workbook dates** only (fast quarter scope, not FY YTD).
3. Profit & Loss

   Xero Profit & Loss with monthly columns from 1 July (Australian financial year start) through the workbook period end — not limited to the BAS quarter only.
4. Balance sheet

   Xero Balance Sheet as at the period end date…
5. Payroll activity

   Per-payslip W1/W2-style lines merge when you open this tab (stub during initial load — workpapers stay fast).