| Article Objective: To assist users in navigating the Active Platform to effectively use the 'J50 BAS Lodgements' template to populate ATO lodged activity statement data and prefill into various record templates. Context: To ensure you are able to populate the 'J50 BAS Lodgements' template correctly, you will first need to make sure that you have added a tax agent and registered Business Fitness as a digital service provider. If not, please follow the instructions in the knowledge article: [AU] How to set up the ATO connection & register Business Fitness as a digital service provider with the ATO. Please refer to the Glossary for definitions of key terms used in this article. TABLE OF CONTENTS |
Note: The lodged information pulled from the ATO for the 'J50 BAS Lodgements' template is based on the binder tax year. For example, if you created an Activity Statements binder for the period 1 April 2024 - 30 June 2024, the ATO data for the 'J50 BAS Lodgements' template will still pull lodged data for the full 2024 financial year.
Populating the 'J50 BAS Lodgements' template
Begin by creating a binder and connecting it to your client's accounting file. For more information on these processes, see the knowledge articles in the User Guides section for the relevant topics.
On the index, Accept the 'J50 BAS Lodgements' template to the income tax section.
When the template is inserted into the Excel file, you will be asked to log in again. This login is required to access the ATO. Use the same login as your Active Platform login.
Note: When obtaining data, you will be asked to log in to the ATO every 30 minutes as required by the ATO's security guidelines.
After logging in, the template will be prefilled. You can change the reporting frequency between monthly and quarterly to display only relevant periods.
The ATO data prepopulates into the ATO Data Feed section, which can be expanded or collapsed as needed and is then summarised in the Lodged BAS section. This is to allow for multiple lodgements in the same period (e.g., amendments). You are also able to enter data into the Lodged BAS section manually.
From here, the data will automatically flow into the following templates where relevant:
- J51 GST Reconciliation
- C20 Tax reconciliation
- H35 Provisions - Tax
- N80 Wages
Refreshing the data
The ATO Data Feed section can be refreshed at any point. To do this, click Refresh Data Feed.
Issue with data populating
If no data is pulled into your worksheet, please confirm that the 'Branch' number on the client's record in Active and ATO are the same. To check and edit the branch number, navigate to the Clients tile, search for the client and select their name.
View and update the clients details if necessary.
Once this is updated, follow the steps to refresh the data and watch your worksheet populate.
Note: If you have the XPM to Active syncing enabled, make sure to update the branch number in XPM. The updated branch number will then be automatically updated in Active during the next sync.