Support Query

Is there a way to lodge the TBAR reports directly from BGL's software Simple Fund 360 to the ATO?

Or in other words, can Simple Fund 360 lodge TBARs without needing to download then upload a file to the ATO portal?

Answer

No, the ATO does not support electronic lodgement directly from software such as Simple Fund 360.

TBAR files can only be lodged via online services for Agents or via a paper report.

For instructions on the lodgement process using the file generated in SImple Fund 360, see the instructions in the following article:

• TBAR Management - TBAR Lodgement Instructions

The following ATO link outlines lodgement options for TBAR files:

• ATO - TBAR Reporting methods (forms) and lodgment