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.    

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.

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.