Page tree



Australia only

To add a new activity statement or return for a client, click Add form at the top of the Tax page, then follow these steps:

  1. Start typing the name of a client in the Client field. A list of matching clients displays as you type – select a client from this list.
  2. Select the client branch code. This is used to label distinct entities for reporting purposes – for example when they use different accounting solutions or are in different locations. See the ATO's GST branches page for more information.
  3. Select the tax agent.
    After you select the agent you will see options for the forms you can complete for the client.

    Unable to retrieve form details from the ATO? There might be an issue with your tax agent setup.

    Check that:

  4. Select the type of form you want to create.
  5. For FBT returns, select the FBT year.
  6. Wait for the unlodged returns or statements to appear, and then select the return period.
  7. Enter the due date for the return by either typing the date in the date field (in the format DD/MM/YYYY), or clicking the calendar icon and selecting the date.

  8. For activity statements, select the Include agent concession option if you're a tax agent and you're eligible for the BAS agent lodgment program. This lets you lodge activity statements for some periods at a date later than usual (up to four weeks).

  9. Click Add form and complete the details for the type of statement or return you're creating.