The Activity Statements screen provides a redesigned experience for preparing, managing, and lodging BAS and IAS forms within Simple Fund 360.
This release introduces a modernised BAS/IAS workflow, support for additional form types, and amendment functionality for previously lodged forms.
Overview
The new Activity Statements screen includes:
- A redesigned BAS/IAS interface with improved navigation and workflow
- Support for nine additional BAS/IAS form types
- Amendment functionality for previously lodged BAS/IAS forms
- Improved visibility of ATO and BGL processing statuses
- Simplified preparation, prefilling, editing, retrieval, and viewing actions
The screen centralises activity statement management and provides a clearer overview of statement progress and lodgment status.
Business Activity Statement (BAS) and Instalment Activity Statement (IAS) forms can be downloaded from the ATO directly into this screen. Where supported, prefill data is downloaded automatically and Simple Fund 360 populates these fields using its own calculations based on your ledger data. You can also prepare, edit, and lodge these forms from here.
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.
Navigation
| From the Main Toolbar, select Compliance. | |
| Select Activity Statements from the list. |
The Activity Statements screen supports the following form types:
| Form | Explanation |
|---|---|
| BAS Form A - Business Activity Statement |
Quarterly BAS for taxpayers with:
Simpler BAS is also supported. |
| BAS Form D - Business Activity Statement |
Quarterly BAS for taxpayers with:
Simpler BAS is also supported. |
| BAS Form F - Business Activity Statement |
Quarterly BAS for taxpayers with:
Simpler BAS is also supported. |
| BAS Form G - Monthly BAS |
Monthly BAS for taxpayers with:
Simpler BAS is also supported. |
| BAS Form R - Quarterly PAYG Instalment notice |
Quarterly BAS for taxpayers with:
|
| GST Instalment Notice - Form S |
Quarterly GST instalment notice for taxpayers who:
Simpler BAS is also supported. |
| GST and PAYG Instalment Notice - Form T |
Quarterly GST and PAYG instalment notice for taxpayers who:
Simpler BAS is also supported. |
| Annual GST Return - Form P |
BAS for taxpayers who have chosen to pay GST annually or by instalments. Simpler BAS is also supported. |
| IAS - Form J |
IAS for taxpayers with:
|
| IAS - Form B |
IAS for taxpayers with:
Typical users include partners in partnerships and other individual taxpayers. |
| IAS - Form I |
IAS for taxpayers with:
|
| Annual IAS - Form N | For taxpayers who report and pay an annual PAYG income tax instalment. |
Note: Simpler BAS reporting (for GST turnover under $10 million) is supported on Forms A, D, F, G, P, S and T.
Forms Not Supported
If a form is not supported, Not Supported displays under the Action column.
| Field | Explanation |
|---|---|
| Ready to Edit |
Displays statements requiring preparation or action |
| ATO Download |
Displays available BAS/IAS forms downloadable directly from the ATO |
| Search |
Search activity statements by period or form type |
| Dates Filter |
Filter statements by date range |
Table Columns
The following fields are available on the Activity Statements screen:
| Field | Explanation |
|---|---|
| Period | Displays the reporting period for the statement |
| ATO Lodging Status | Displays the current lodgment status with the ATO |
| ATO Process Status | Displays the ATO processing status |
| BGL Form Status | Displays the form preparation status |
| BGL Lodging Status | Displays the electronic lodgment status |
| Form Type | Displays the BAS or IAS form type |
| Due Date | Displays the statement due date |
| Document Status | Displays the document workflow status |
| Last Modified By | Displays the user who last modified the form |
| Action | Displays available actions for the statement |
Depending on the statement status, the following actions may be available:
| Action | Explanation |
|---|---|
| Retrieve | Retrieves the latest form information from the ATO |
| Prefill | Prefills available ATO data into the statement |
| Edit | Opens the statement for preparation or amendment |
| View | Opens a previously lodged or completed statement in read-only mode |
Important
The Create Entries Process is not required to be completed prior to lodging. GST is calculated on post.
Select ATO Download to retrieve available BAS and IAS forms from the ATO for the selected entity.
The Download ATO Activity Statements modal lets you select a date range.
Select Download to retrieve available BAS and IAS forms from the ATO for the selected entity for the date period you set. The statements then display in the Activity Statements screen table.
Next to the relevant form, select Prefill.
Where supported:
- ATO prefill data automatically populates relevant fields
- Ledger balances within Simple Fund/Invest 360 calculate applicable amounts
- You can review, edit, and validate forms before lodgment
The redesigned Activity Statements screen supports amendments for previously lodged BAS and IAS forms.
You can:
- Create amendments directly from lodged statements
- Update previously submitted information
- Lodge amended forms electronically
- Track amendment statuses within the Activity Statements screen
This removes the need for external amendment workarounds previously required for BAS/IAS amendments.