View activity statements
The Client summary – for action screen also provides a high-level activity statement overview and status of due and overdue lodgments.
To view activity statements:
- select a client
- select Lodgments then Activity statements
- For action will display – select History to
- view the type of form, lodgment status, received date and outcome for the for the last 4 years
- filter by date – enter the 'From' and 'To' date for your search, then select Filter to view activity statements lodged more than 2 years ago
- update details – select Revise then Edit to make revisions to the activity statement
- print copies – select Activity statement then Print friendly version
- to exit the revision without saving, select Cancel.
Types of activity statements
The following activity statements are available in Online services for agents:
- Business activity statement (BAS)
- Instalment activity statement (IAS)
- Annual goods and services tax (GST) return
- Quarterly GST instalment notice
- Annual income tax instalment notice
- Consolidated activity statement.
The following activity statements aren't available in Online services for agents:
- annual GST information report
- 2001 annual GST return.
Lodge an activity statement
You can save an activity statement that you have in progress and return to it by selecting Save and exit. The details will be saved for a maximum of 90 days.
To return to the activity statement before lodgment, select Prepare to go to the saved activity statement.
If your client has several activity statements overdue, ensure the first activity statement for the financial year is lodged before lodging subsequent activity statements.
To lodge an activity statement:
- select a client
- select Lodgments then Activity statements
- at For action
- select the relevant account from the drop-down menu to view a list of activity statements yet to be lodged for the selected account
- select Prepare next to the relevant listed activity statement
- select Edit to complete each section, such as the GST and PAYGW of the activity statement for each tax registration listed
- complete mandatory fields, then select Save and continue to navigate back to the Prepare activity statement screen
This screen will display
- an overview of the edited information
- amount owing
- print-friendly version – copy of the activity statement including the client declaration
- Save and exit if you want to save the details you have provided and lodge at a later date – the details will be saved for a maximum of 90 days
- Cancel – any saved information will be lost
When you want to lodge the activity statement, select the tick box to sign the declaration, then Lodge.
To attach a copy of the Payment options:
- select Accounts and payments
- select Accounts summary then select the relevant Activity statement account
- select Payment options
- select Print-friendly version.
Revise an activity statement
To revise an activity statement:
- select a client
- select Lodgments then Activity statements
- select History
- select Revise at the relevant activity statement
- select Edit to complete each section of the activity statement for each tax registration listed
- complete mandatory fields, then select Save and continue to navigate back to the Revise activity statement screen
- This screen will display
- an overview of the edited information
- amount owing
- print-friendly version – copy of the activity statement including the client declaration
- Save and exit if you want to save the details you have provided and lodge at a later date – the details will be saved for a maximum of 90 days
- Cancel – any saved information will be lost
- When you want to lodge the activity statement, select the tick box to sign the declaration, then Lodge.
To attach a copy of the Payment options:
- select Accounts and payments
- select Accounts summary then select the relevant Activity statement account
- select Payment options
- select Print-friendly version.
You can also view our Revise an activity statement in Online services for agents video.