Group Pooled Receipts and Payments Summary

If you have applied to lodge a Pooled Form 5602/5603 with ASIC and have set each job up separately in the application, to cater for seperate BAS lodgements, you can group the jobs together using the Group of Coy Code and run a Receipts and Payments Summary Pooled report for the lodgement period.

From this report you can gather the group total figures you need to prepare a manual F5602/5603 to lodge with ASIC.

1. In the corporate info section of the jobs, you will find a new field called 'Group of Coy Code' as shown below. Any jobs that belong to the same group needs to have the same group name entered into this field. The report will include a maximum of 10 jobs with the same group name. 
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2. From one of the jobs containing the Group of Coy Code run the Receipts and Payments Summary Pooled report from the Reports and Forms menu.

Select the Job type you wish to report on. EG CVL. Enter the reporting to and from dates. Click Next

Prepare a Manual Form 5602/5603 from the totals in this report and lodge a Pooled report with ASIC.

 To lodge manually you need to download the excel template found in this link Lodging forms in structured data | ASIC

NB: The Form 5602 wizard tick 'is Pooled Group' is only used if the Receipts and Payments are entered into one job. IT submits the pooled group number in the XML instead of the ACN. So the job would actually be a pool of companies instead of one single job and all the assets, creditors and R&P would have been combined in the one job.