Before proceeding with form preparation and lodgement refer to BAS/IAS.
Overview
IAS for taxpayers with:
- Quarterly PAYG income tax instalment;
- PAYG tax withheld;
- FBT instalments.
| From the Main Toolbar, select Compliance. |  |
| Select BAS/IAS from the list. |  |
Prepare and Lodge
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Selecting Download Data will send a prompt to the ATO and retrieve the required BAS/IAS forms for the selected fund.
- Under the Action column select Continue.
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Part A: PAYG income tax instalment. Select the relevant reporting option.
Option Explanation Option 1 Pay a PAYG instalment amount quarterly. -
Part B: PAYG tax withheld. Confirm the withheld amounts.
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Part C: Summary. Confirm the amounts the fund owes to the ATO and the amounts the ATO owes the fund. This section will form the basis of calculation for Part F: Payment or Refund?
- Estimate the time taken to complete the form and input the Lodging Party Signature Date.
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Select Validate to confirm the form is ready to lodge. Select the arrow to prepare the Electronic Lodgement Declaration. BAS/IAS individual form lodgement can now be completed from the form preparation screen. Once the form has been validated, select Lodge.
Select Recalculate if you have edited the form on screen and want to revert back to the original figures.
- The Methods of Payment will display (BPAY, Credit Card, Other).
- Any changes to this form can be saved. The form can also be printed.
- Refer to BAS/IAS Lodgement for lodgement instructions.