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Prepare your activity statement online

Time to prepare your next BAS or IAS? We’ll save you time by using the information in your AccountRight company file to fill in some of the details. Once you’ve filled in the other required fields on your statement you can lodge your activity statement online, and get confirmation from the ATO within seconds.

Before you can lodge your activity statements online you need to:

  • be using an online company file (if you're not working online, see Prepare your activity statement manually)

  • have already nominated MYOB as your software provider, and

  • set up your activity statement fields.

If you haven't completed these setup steps yet, see Get ready to lodge activity statements online .

Currently only the GST and PAYG Withholding fields can be automatically filled based on information in your AccountRight company file. So if you need to complete other fields, like the T fields, have those amounts and details ready to fill in before you start preparing the form.

To prepare your activity statement online

  1. Start AccountRight and open your online company file.

  2. Click Prepare BAS/IAS in the Accounts command centre.

    Prepare BAS/IAS button
  3. In the Lodge Online tab, click Prepare Statement.

    Prepare BAS/IAS window
  4. Sign in to your MYOB account, as you normally do when accessing your online AccountRight company files.

    MYOB account sign in window
  5. If prompted to enter your User ID and password, enter the user account details you normally use when opening this company file.

    Company file sign in window
  6. When the activity statements window appears, click the statement you want to work on. (For a description of each status, see the FAQs below)

    Example activity statement list

    The details will be retrieved from the ATO, and the form to complete will appear.

    Example activity statement detail
  7. (BAS only) If the Reporting option (above the G1 field) hasn't been selected for you (this information comes from the ATO), select the appropriate option for this statement. If the Reporting option is wrong but can't be changed, contact the ATO for clarification.

    Using Simpler BAS?

    Note that 1A and 1B don't show here as they don’t have setup options. See Simpler BAS reporting for more information.

  8. Review the details that have been filled in for you, based on your AccountRight tax code setup. Look for fields that show the AccountRight label next to them.

    Example G3 field

    If you adjust the amounts, the label will change to Adjustment.

    Example G3 field where the label now shows adjustment

    To view the original amount that was based on your AccountRight company file’s details, click the Adjustment label. If you want to use that original amount again, click the amount. Your manually adjusted amount will be replaced, and the label will show AccountRight again.

  9. Enter all other amounts that you need to report, by typing directly into the relevant fields.

    Can’t finish in one session?

    No problem, your activity statement is automatically saved as you go. You can close the statement and continue working on it later.

  10. Click Validate to do a quick check that you've entered the mandatory information and that the formatting is correct.

  11. If there are no errors, and you're ready to lodge the form with the ATO, click Prepare to Lodge. The information you supplied will be validated by the ATO, and if all is OK, a "Validated successfully" message will appear at the top of the activity statement.

    Example validated successfully message

    If you're an agent lodging on behalf of a client, download the successfully validated form now and send to your client for review and approval.

    Example download, edit and lodge buttons

    You can return to this statement to complete the lodgement after receiving your client’s approval.

  12. If no further changes are required to the form, and you want to lodge the form now, click Lodge, review the declaration and then click Lodge again.

    Example activity statement declaration 2with lodge button shown

    You'll see a notice from the ATO advising you that the form has been lodged. Note the BPAY biller code and customer reference number so you can make your payment later.

    Example activity statement ato confirmation message

    You should now download a PDF of the statement you just lodged for your own records.

Next steps

When you make the required payment to the ATO, or receive your refund, you need to record the transaction in AccountRight. For tips on how to record the transaction, see Recording your ATO payment or credit.

FAQs