XBert Type: Standard
Accounting Software: Xero, MYOB, QuickBooks
Country Restriction: AU only
Risk Type: Tax Risk
Business Function: Purchases
Overview
The "Tax on Attachment Not Claimed" XBert detects bills where an attached tax invoice shows a GST amount, but the corresponding bill in your accounting software does not include any tax. This could indicate a missed opportunity to claim GST or an input error during bill creation.
What it does
XBert analyses bills with a single attachment and checks for mismatches between the bill’s entered tax amount and the GST extracted from the document.
If the bill has a total tax amount of $0
And the attached file contains a detected GST amount
XBert flags this discrepancy for review
How it works
XBert uses AI to extract GST-related values from attached bills or tax invoices
If a GST value is found on the document but not recorded on the bill, the alert is triggered
The aim is to catch situations where GST should have been claimed but was not
Example/Use Case
Joe processes a "Spend Money" transaction and codes it to a non-GST account without reviewing the supplier's invoice. XBert later detects that the attached document contains a valid GST amount of $120.
If this transaction were left unchecked, Joe’s business would miss the opportunity to claim $120 in GST, reducing his BAS refund and effectively increasing business costs.
Jill, meanwhile, creates a bill when the invoice is not yet available. She enters $0 tax as a placeholder. Later, when the invoice is uploaded, she forgets to update the tax code. XBert helps identify that oversight.
Accounting software
Xero, MYOB, QuickBooks
Which countries it supports
Australia only.
Processes
This XBert is part of the Bookkeeping – Purchases (AP) category.
To ensure your tax reporting is accurate:
Open the flagged bill
Review the attachment and check for visible GST
If GST is present and valid for the transaction type, update the bill to reflect the correct tax amount
If GST should not be claimed (e.g. entertainment, private expenses), confirm this and file the alert
This XBert helps prevent under-claimed GST, maintains ATO compliance, and ensures accurate profit and loss reporting.