Business activity statements - managing compliance

Available in release 2019.03.

The GST Refund and Payable Summary allows you to centrally view/track all jobs require BAS preparation. 

Drill down on the GST Refund and Payable Summary link to view the jobs.    

The BAS Basis and the BAS Period both come from the BAS wizard, but these are not actually saved into the job until after the BAS Wizard has been run. So once you run your first BAS those columns will complete on the compliance page.

All jobs are included in the list providing they have a GST registration.  Jobs are registered for BAS by default although if a BAS is not required you may turn off the registration in the job settings.

A task does not need to be added for the job to appear on the compliance page, but, if a task is added belonging to the "BAS Return" task group, then a link to the relevant task will display.

Once you finalise the BAS it will no longer report on the BAS - Compliance page.

Tasks are important for compliance as you can assign a user the responsibility for preparing a task and you can link the task directly to the preparation of the BAS.