BAS Return - Return tab

Navigator > Tasks > Goods and Services Tax > BAS Return Form

Complete the BAS Return Form for the tax period from data accumulated in the CB, AR and AP. The form will show the figures that have been entered in AR (typically supplies), AP (typically acquisitions) and CB (typically supplies and acquisitions).

Figures in the "GST amounts you owe the Tax Office from sales" section of the form come mainly from AR and CB. Similarly the figures for the "GST amounts the Tax Office owes you from purchases" section come mainly from AP and CB.

Regime	The Tax Regime the return is for. This will be AU.
Return	The end date of the tax return.
ABN	The company Australian Business Number (ABN).
Basis	The Tax Basis for the return.
Start Date	Start date of the return.
End Date	End date for the return.
Status	The Status of the return. This can be: Unposted Posted Final
Filing	The Filing Status of the return. This can be: Unfiled - return has not been accepted. Pending- filed return has been reopened.

The GST Codes and Analysis classes determine how GST is reported:


GST Code		Description		Sales	Purchases
1		GST at the current rate		Adds into G9, InclusiveAmount adds into G1	Adds into G20, InclusiveAmount adds into G10 or G11 depending on Analysis Code Account Class
C		Customs GST		Adds into G9, Grossed up (x11) into G1	Adds into G20, Grossed up (x 11) into G10 or G11 depending on Analysis Code Account Class
E		Exempt GST		No GST and not allocated on the BAS form	No GST and not allocated on the BAS form
F		GST Free		InclusiveAmount adds into G3, InclusiveAmount adds into G1	InclusiveAmount adds into G14, InclusiveAmount adds into G10 or G11 depending on Analysis Code Account Class
G		GST Only		Adds into G9, Grossed up (x11) into G1	Adds into G20, Grossed up (x 11) into G10 or G11 depending on Analysis Code Account Class
I		Input Taxed		InclusiveAmount adds into G4, InclusiveAmount adds into G1	InclusiveAmount adds into G13, InclusiveAmount adds into G10 or G11 depending on Analysis Code Account Class
X		Import/Export		InclusiveAmount adds into G2, InclusiveAmount adds into G1	No GST and not allocated on the BAS form
Toolbar
	Expand Toolbar `(Alt+F9)`		Expand the toolbar to give access to all toolbar options. Press `Esc` to close the expanded toolbar.
	Print `(Ctrl+P)`		You can obtain a printout of the form and copy the figures to the official ATO BAS return form. In addition to the form, the printout shows the source modules from which the GST information was drawn (the same details as viewed on the Source tab).
	Refresh `(F5)`		Reloads changes other Users may have made.
	Insert CB Payment		Available for Completed returns with Tax to pay, when Cast Book Integration settings for the regime are completed. Inserts either a CB Transaction or an Electronic Payment Summary for the bank account specified, for the net GST, using values in the Tax Regime Integration tab. The Branch and Department of the GST Regime will be used. (Accredo Saturn Only)
	Links `(Alt+F6)`		Opens Links On... for the record, with a list of links for the record. The button changes to indicate if links are present.
	Memos `(F6)`		Memos and alarms can be entered or edited. The button changes to indicate if memos and alarms are present. Opens Memos On... with a list of Memos.
	Customise Toolbar		Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.
Buttons
	Manually File (`Alt+N`)		Set the GST Return Filing status to Manually Filed. This can be used for returns that have been filed externally from Accredo.
	Re-Open (`Alt+R`)		Re-open a completed GST return. This is only available for the most recent completed GST return, and when Allow Return Reopening has been selected in the Tax Regime Settings.
	Adjust (`Alt+A`)		Makes GST adjustments for Settlement discount, change of GST Rate, or change of GST Basis which can be transferred to the GL prior to completing the BAS Return. If the return is not completed at the time and further transactions requiring adjustments are processed, then Adjust may be selected again, or the adjustments will be automatically created when the return is completed. Note: Tax basis change adjustment transactions are created with Transferred to GL set to True. This is because the timing of the change affects the timing of when tax is due to be filed or paid. It does not affect when it is applied to the GL, which is on an Invoice or Accruals bases.
	Complete (`Alt+P`)		Completes the BAS Return. This is only available for the latest BAS Return. GST Figures as refreshed and a warning displayed if GST Payable has changed since the form was opened. Accepting the BAS Return locks the GST period for AR, AP and CB and prevents entering or editing transactions that have a net effect on GST for the Regime.

In This Section

BAS Return - Source tab

BAS Return - Links tab

BAS Return - Memos tab