Overview
This article explains how to lodge validated BAS/IAS forms in Simple Fund 360 via the Lodgement screen, which lets you lodge multiple forms at once.
For information on preparing BAS/IAS forms, please click here.
Preperation
Once you have prepared and validated BAS/IAS individual forms in Simple Fund 360, you can lodge them via two methods.
- After validating an individual statement, the option to lodge the form will be accessible.
- This article will take you through the second method. The second method is through the Lodgement screen, which allows you to lodge multiple forms at once.
Navigation
| From the Main Toolbar, go to Connect. | |
| Select Lodgement from the list. |
How To Complete a Lodgement
- Filter the lodgement screen by BAS/IAS.
- Select the Lodging Party.
- Validated statements linked to the Lodging Party selected will filter and appear.
- Select the check box(s) to the left of the funds you are lodging the BAS/IAS form(s) for and then select Lodge. Multiple forms can be lodged at once.
- Once the statement(s) has been successfully lodged, under the Forms Lodged section, you will see that the status next to that fund will change from Validated to Lodged (Electronically).