Pre-requisites

If lodging a BAS, the fund is registered for GST;
TFN and ABN have been input in Fund Details;
The Tax Agent has been added to the Fund Relationships screen.
- Where the Tax Agent is a company, a representative must be attached to this company. See: Add a Company.
A Lodging Party has been added;
You have nominated BGL as your software provider for SBR Authentication
Note: For the data to download from the ATO, the fund will need to be listed in your Client List in the Tax Agent Portal.
For lodgement, the fund will need to be listed under your Access and Permissions in the Access Manager on the ATO Portal.

Overview

Business Activity Statement (BAS) and Instalment Activity Statement (IAS) forms can be downloaded from the ATO. Pre-fill data will be automatically downloaded for supported forms from the ATO and Simple Fund 360 will populate these data fields using its own calculations based on the ledger data. You also have the ability to prepare/edit and lodge these forms to the ATO.

From the Main Toolbar, select Compliance.
Select BAS/IAS from the list.

Form	Explanation
BAS Form A - Business Activity Statement	Quarterly BAS for taxpayers with: Quarterly GST; PAYG tax withheld; PAYG income tax instalments.
BAS Form D - Business Activity Statement	Quarterly BAS for taxpayers with: Quarterly GST
BAS Form R - Quarterly PAYG Instalment notice	Quarterly BAS for taxpayers with: Quarterly PAYG instalments
Annual GST Return - Form P	BAS for taxpayers who have chosen to pay GST annually or by instalments.
IAS - Form J	IAS for taxpayers with: Quarterly PAYG income tax instalment; PAYG tax withheld; FBT instalments.
IAS - Form I	IAS for taxpayers with: PAYG tax withheld (quarterly).
Annual IAS - Form N	For taxpayers who report and pay an annual PAYG income Tax Instalment.

Forms Not Supported

If a form is not supported, under the Action column Not Supported will display.

Screen Fields

Explanation

Download Filter

The Download Filter allows you to specify the date range for which forms will appear in the BAS/IAS Form List.

Download Data

Selecting Download Data will send a prompt to the ATO and retrieve the required BAS/IAS forms for the selected fund and pre-fill the statement information for you ready to view in the BAS/IAS screen.

BAS/IAS Form List

The Form List will display the fund's relevant forms for the date range outlined in Download Filter.

ATO Status

Status Code	Explanation
New	Form is ready for completion.
Pending DGST amount	ATO cannot generate a complete activity statement and the ATO will need to action these forms.
Lodged	Form has been lodged and received and is ready for processing. Form is not editable.
Excluded	Form does not have a valid status code. Form is not editable.
Processed	Form has been finalised. Form cannot be edited.
Cancelled	Form has been cancelled.
Discontinued	Form is discontinued.

Document Status

The status of the document within the workflow process will be outlined as one of the following:

Downloaded
Sent to Client
Review
Lodged (Manually)

Last Modified By

Which user last edited the particular form.

Action

Select Edit to view and alter the relevant form.

Important

The Create Entries Process is not required to be completed prior to lodging. GST is calculated on post.

Selecting Download Data will send a prompt to the ATO and retrieve the required BAS/IAS forms for the selected fund.

Next to the relevant form select Continue.

Important:

You must select Download Data before proceeding. The information available from the ATO will pre-fill;
If the information is not available from the ATO, it will be picked up from the fund's ledger;
If the information is not available from either the ATO or the fund ledger, the field will be blank;
If the information is available from the ATO and the fund ledger, the ledger amount will appear in the field and the ATO amount will appear below. For example:

What if a form is not supported?

The download from the ATO will download all relevant form information. If a form is not supported, under the Action column Not Supported will display.

Why BAS statements are not supported at a Global Level

At a Global Level, the BAS forms showing as "Not Supported" can be due to a number of reasons listed below:

BAS form Lodged in Simple Fund 360, then downloaded again via the "Download Data" button
BAS form Lodged outside of Simple Fund 360, then downloaded in Simple Fund 360 via the "Download Data" button
The Form is simply not supported by the software at this stage

Ensure Adding a Lodging Party (Tax Agent) is complete.

Refer to the following form specific pages for lodgement instructions:

Quarterly

Quarter	Due Date
1 - July, August, September	28 October
2 - October, November, December	28 February
3 - January, February, March	28 April
4 - April, May, June	28 July

Monthly

Usually the 21st day of the following month.

Refer to the ATO website for more.

Annually

The date you lodge The SMSF Annual Return.
28 February following the annual tax period, if you are not required to lodge an SMSF Annual Return.

Amendments for BAS/IAS are not currently yet available.

Frequently Asked Questions

I am unable to input the PAYG income tax instalment amount for BAS and it is greyed out. However, on the ATO portal, there is an amount in that section. Why isn't this amount showing correctly?

This can occur when the required option is not selected in "Part C - PAYG income tax instalment".
Please ensure that "Option 1 - Pay a PAYG instalment amount quarterly" is selected:
Note: If the download was not done recently in Simple Fund 360, then the users have to select Download Data again to prefill the latest data from ATO.