Manage Activity Statement (BAS)

Modified on: Tue, 4 Feb, 2025 at 10:53 AM

To enable the automated activity statement collection feature, the agent should:

1. Go to client's "Settings", then press "Tax Returns"

2. Check the box labeled "Manage Activity Statements"

Notes:

Forms are automatically loaded as soon as they produced, However, if you have a new client with outstanding Activity Statements (AS) not shown in LodgeIT, just add a new AS form and the software will search for any unlodged files. If none is found, it will synchronise the lodged files to the client in the background.
LodgeiT pulls outstanding obligations ONCE every 5-7 days.
Click here to learn more about Preparation of Activity Statement (AS)

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