Activity Statements

For more information on the preparation and lodgment of Activity Statements, go to the Business activity statements page on the ATO website.

Let Tax auto create your Activity Statements

The following versions of tax provide, as standard, the enhanced Activity Statements Homepage for users who have home pages in Practice Manager:

• AE Tax 2014.1 and later

• AE Tax 6.42/8.26 SP2 and later

• AO Tax 2014.1 and later.

The Activity Statements homepage functions streamline reporting and lodging electronically, refer to Activity Statements .

Activity Statements for your clients can be completed automatically from your Activity Statement client list, or they can be completed one at a time from the Activity Statement Summary Report.

When you request your first report from the ATO you should also select to receive unsolicited reports. Unsolicited reports are those that you do not have to request each month or quarter because they are generated at regular intervals by the ATO and uploaded to your ELS mail box as soon as they are prepared.

Every ELS agent has an electronic mail box and all ATO reports and bulletins, solicited and unsolicited, are stored in it until they have been retrieved. Once retrieved they are moved to the Old reports section where they remain for some time. Any report that is in your mail box will be downloaded in an ordinary lodgment session or when you open the Connect to ATO screen and select to Receive Reports.

For more information on solicited and unsolicited reports, see to Reports received from the ATO.

For information on how to Request a Report from the ATO via ELS refer to How to request reports from the ATO.

Activity Statements in Contacts

For Series 6 & 8 only

For information on opening an Activity Statement from the Matter tab refer to the pages in the Contacts help.

Activity Statement wizard

For information on using Tasks bar functions to manage Activity Statements click this link to the help page for Tax Returns Tab and read Activity Statements .

The following steps apply to all activity statements:

• Business Activity Statement (GA)

• Instalment Activity Statement (GB)

• Annual GST Return (GR)

• Annual Instalment Activity Statement (GI)

To create activity statements manually from an open return:

These steps outline how to create an Activity Statement from an open tax return or from the tax return highlighted in the tax ledger you are using Accountants Enterprise. If an OM Report is available data from this report will prefill the Activity Statement:

1. Click Preparation > Schedule and select the type of Activity Statement to be processed (ga, gb, gi, gr).


Tax checks for activity statements of the same type.

2. If previous activity statements have been created for the type selected, the Select schedule index will list them.

3. If adding a new activity statement, click New.


The BAS/IAS dialog displays.

4. Complete the BAS/IAS dialog.

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• Select the Monthly or Quarterly State code. The valid codes are:


M Monthly
Q Quarterly
T Closely held trust

Only use code T if it is for trustees paying tax withheld from payments to beneficiaries who are entitled to income of a trust if the beneficiary has not provided their TFN. It is important to note that when Code T is selected you may only enter the amount of Tax withheld from such payments at Label W.

• Enter the ABN.


If an ABN is stored for the taxpayer, it will default from the Return Properties > General tab.

• Type the period start date in the Period covered from field.


MYOB Tax generates the period end date according to the monthly or quarterly code and then checks for an OM Report with the same period start and end dates.
If activity statement details for this period are available, the OM Import button becomes active.

5. If the OM Import button is active, continue below. Otherwise go to he next step.

6. Click OM Import to check for details matching your client.

7. Click OK at the message to open a new activity statement pre-filled from the report that has been matched to your client.

8. Go to Step 7.

Unlike the AI and AB import, the OM import will only create one activity statement at a time.

9. If no download file for the period or no activity statement details matching your client are available, then enter the DIN and click OK. Refer to General Data Entry information.

1. Click New to open a new activity statement and continue at Step 7 or,

2. Click Revision to open a new version of a lodged activity statement.


If the previous statement was lodged from your MYOB Tax database, those details and values will default to the new statement and the revision number will be generated by Tax in the sequence (1-9).
If the previously lodged statement was not lodged from your MYOB Tax database but by an outside person or agent, the revision number will be set to ‘1’. Check with your client as to whether there have been any previous revisions of this particular activity statement and then overtype the 1 with the correct revision number (1-9). Then click OK.

3. When the activity statement opens, certain fields will have been pre-filled with the information from the front BAS/IAS screen. To complete the activity statement, use the information provided at the General Data Entry information topic below.

General Data Entry information

Labels A - Identity data

Is this a Quarterly or Monthly Statement code?

Enter M for Monthly Statement, Q for Quarterly Statement or T where the Trustee is reporting TFN withholding amounts under the Closely Held Trust No-TFN withholding rules.

Label A1 Document Identification Number (DIN)

Enter the document identification number. The ATO will issue these numbers before the date the activity statement is due. The due date depends on the frequency of lodgment that was elected at the time the ABN was registered. You can have all activity statements pre-filled automatically from the Activity Statement Client Lists AB and AI. For information on this update function refer to ATO Reports .

Revision Type Indicator

Do not enter a revision number if this is the first activity statement for the period.

If you revise an existing activity statement, the revision number is controlled by the ATO system. If the client is new and has previously lodged a statement for the same period, then you must seek to find out how many times the particular statement has been revised in order that it will be accepted when you lodge via ELS.

Up to nine revisions of the original Activity Statement may be lodged.

Label A2 Australian Business Number (ABN)

If it has been entered, the ABN will default from the Return Properties > General tab, otherwise key the ABN as issued by the ATO when the business was registered.

Label A3 Period Covered by this Statement From

The start date is pre-filled from the date entered in the previous screen.

Label A4 Period Covered by this Statement To

The end date is calculated from the commencement date based on the frequency code selected at the Monthly or Quarterly code field.

Label A5 This Statement is Due on

This date is generated from the date entered at Label A4.

Label A6 This Statement is Payable on

This date is generated from the date entered at Label A4.