[AU] How to populate the 'J50 BAS Lodgements' template

The 'J50 BAS Lodgements' template is designed to prefill with ATO lodged Activity Statement data.

For this to occur, you will first need to make sure that you have added a Tax Agent and registered Business Fitness as a digital service provider. If not, please follow the instructions in the knowledge article: How do I set up the ATO connection?

Begin by creating a binder and connecting it to your client's accounting file. For more information on these processes, see the knowledge articles in the User Guides section for the relevant topics.

On the Index, we recommend adding the 'J50 BAS Lodgements' template to the Income Tax section.

When the template is inserted into the Excel file, you will be asked to log in again. This login is required to access the ATO. Use the same login as your Active Platform login.

Note: When obtaining data, you will be asked to log in to the ATO every 30 minutes as required by the ATO's security guidelines.

After logging in, the template will be prefilled. You can change the Reporting Frequency between Monthly and Quarterly to display only relevant periods.

The ATO data prepopulates into the ATO Data Feed section, which can be expanded or collapsed as needed and is then summarised in the Lodged BAS section. This is to allow for multiple lodgements in the same period (e.g., amendments). You are also able to enter data into the Lodged BAS section manually.

From here, the data will automatically flow into the following templates where relevant:

  • J51 GST Reconciliation
  • C20 Tax reconciliation
  • H35 Provisions - Tax
  • N80 Wages

Refreshing the data

The ATO Data Feed section can be refreshed at any point. To do this, open the BAS Lodgements record in Excel Add-In by clicking on it in the Index.

Scroll to the bottom of the record and expand the Commands area. Click on the Execute button of the 'Activity Statement' command.

*Please note that this feature is exclusively accessible via the Excel Add-In task pane and isn't available in the web version. 

Note: If no data is pulled into your worksheet, please confirm that the 'Branch' numbers on the client's record in Active and ATO are the same. To check and edit the branch number, you can navigate to the Edit Client screen and update it if necessary.

Once this is updated, follow the steps to Refresh the data and watch your worksheet populate.

Note: If you have the XPM to Active Syncing enabled, make sure to update the branch number in XPM. The updated branch number will then be automatically updated in Active during the next sync.

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