Prepare your activity statement online

https://help.myob.com/wiki/x/9osHAQ

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Time to prepare your next BAS? We’ll save you time by using the information in your AccountRight company file to fill in some of the details. Once you’ve filled in the other required fields on your statement you can lodge it online, and get confirmation from the ATO within seconds.

Before you can lodge online, you need to have already:

nominated MYOB as your software provider and
set up your activity statement fields.

If you haven't completed these setup steps yet, see Get ready to lodge your activity statements online.

Currently only the GST fields of the BAS can be automatically filled based on information in your AccountRight company file. So if you need to complete other fields on the BAS, like the W fields (PAYG Withheld), have those amounts and details ready to fill in before you start preparing the form.

To prepare your activity statement online

Start AccountRight, and then click Prepare BAS/IAS in the Accounts command centre.
In the Lodge Online tab, click Prepare Statement.
Sign in to your MYOB account, as you normally do when accessing your online AccountRight company files.
If prompted to enter your User ID and password, enter the user account details you normally use when opening this company file.
When the online activity statement dashboard appears, click the statement you want to work on.

The details will be retrieved from the ATO, and the form to complete will appear.
If the Reporting option hasn't been selected for you (above the G1 field), select the appropriate option for this statement.
Review the details that have been filled in for you, based on your AccountRight tax code setup. Look for fields that show the AccountRight Live label next to them.

If you adjust the amounts, the label will change to Adjustment.

To view the original amount that was based on your AccountRight company file’s details, click the Adjustment label.

If you want to use that original amount again, click the amount. Your manually adjusted amount will be replaced, and the label will show AccountRight Live again.
Enter all other amounts that you need to report, by typing directly into the relevant fields.

Can’t finish in one session? No problem, your activity statement is saved as you go. You can close the statement and continue working on it later.
Click Validate to do a quick check that you've entered the mandatory information and that the formatting is correct. If errors are found, they'll appear in the Errors panel. Click an error message to go to the field and correct it.
If there are no errors, and you're ready to lodge the form with the ATO, click Finalise. The information you supplied will be validated by the ATO, and if all is OK, a "Validated successfully" message will appear at the top of the activity statement.

If you're an agent lodging on behalf of a client, download the successfully validated form now and send to your client for review and approval.

You can return to this statement to complete the lodgement after receiving your client’s approval.
If no further changes are required to the form, and you want to lodge the form now, click Lodge, review the declaration and then click Lodge again.

You'll see a notice from the ATO advising you that the form has been lodged. Note the BPAY biller code and customer reference number so you can make your payment later.

If you've prepared the BAS for your own business, you should now download a PDF of the statement you just lodged for your own records.

Next steps

When you make the required payment to the ATO, or receive your refund, you need to record the transaction in AccountRight. For tips on how to record the transaction, see Recording your ATO payment or credit.

FAQs

What if the ATO services are down, can I still lodge a statement?

If the ATO services are offline, you can still sign in to the online activity statement dashboard and edit any statements that are already in progress, but you won’t be able to lodge or finalise any statements until the ATO is back online.

Can I access the statements I’ve lodged if my file is not online?

No, if you’re working on a checked-out file, or you permanently take your file offline, you will not be able to sign on to the online activity statement dashboard.

If you no longer want to work online, make sure you have downloaded a PDF of each activity statement that’s been lodged online before you take your file permanently offline, so you have a document you can refer to if required.

I need to amend a lodged statement.

I need to amend a lodged statement

If after lodging your activity statement, you want to make a change to the details you submitted, select the form that's been lodged from the online activity statement dashboard, and when the form appears, click Revise.

Revise button

You can then make your changes and lodge the form again. Note that you can only make changes if you're within the adjustment period allowed by the ATO.

Want to see the previous revisions? If you’ve revised the activity statement, you can click the Revision link in the Review page to revert the statement details to a previous revision.

Revert to an earlier version of the activity statement