Creating activity statements

Australia only

There are 2 methods for creating activity statements:

To create an Activity Statement using the wizard

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1. Open and login to MYOB AO.


See Logging into MYOB AO.

2. Click  on the MYOB AO toolbar to open the Tax — Client Search page.

1. Open the Client page for your client.


See Finding an existing client.

2. Select the Tax Returns tab.

3. Click Create Activity Stmt on the Tasks bar.

4. Follow steps in the wizard to enter information about the BAS / IAS including:

1. Lodging tax year

2. BAS Payer; IAS Payer; Base return type; and ‘Mark Income tax return as Not Required’.

3. Type of statement; Frequency (defaults to Quarterly); Period (period covered); Period end date; and Revision (1-9).

If the client has a tax return some information will be derived from the return. Otherwise, the wizard creates a base tax return and sets the Return Required flag on the Return Properties Lodgment tab in line with the ‘Mark Income tax return as Not Required’ response.

4. Click Finish to create the statement and open it for editing.

To import activity statement information from an OM report

If the client has a tax return for the current income year you are able to pre-fill data from the relevant OM report if the report has been downloaded from the ATO.

1. From the Tax returns tab create the tax return or double-click an existing return.

2. With the return open for editing, expand the list of ATO Forms on the Tasks bar.

3. Expand the list under the entry Business Activity Statement.

4. Click Add new to open the BAS / IAS window.

5. Enter relevant information the Monthly or Quarterly Statement code, Australian Business Number, Period covered from (period start date), Period covered to (period end date) and the Document Identification Number (DIN).

6. Click the OM button if it becomes active.


The OM button becomes active to indicate MYOB AO has a report from the ATO matching the DIN and period dates entered from which to prefill relevant labels in the Business Activity Statement.

7. Click OK to create the statement and open it ready for editing.

Other related training videos

Access online learning video on this topic: Complete and print a BAS

Access online learning video on this topic: Lodge a BAS