• Prepare and lodge activity statements and instalment notices

    Activity statements are accessed from the function menu displayed on the left-hand side of the homepage. When you click Activity statement the Prepare activity statement screen will display. From here you can enter your reporting details, save a copy prior to lodgment, and lodge your activity statement/instalment notice.

    Activity statement details

    At the top of the screen the activity statement details will display:

    • Account -  this shows the account type, sequence number and name.
    • Period   -   this displays the period of the activity statement/instalment notice.
    •  Attention icon this displays the due date for lodgment and payment
    • Lodgment or payment due dates are not displayed for annual GST returns. An annual GST return must be lodged and paid by the due date of the income tax return. If you are not required to lodge an income tax return, the due date for the annual GST return is 28 February.

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    Help

    On each activity statement page there is a help button on the right side of the screen which provides information about what is presented on the page.

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    Your obligations

    A summary of the reporting obligations for the period will be displayed. 

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    Edit

    This button is displayed if you have multiple reporting obligations.

    Click on Edit to enter reporting details on each obligation.

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    Outcome

    The outcome of the activity statement/instalment notice is displayed as Refund amount, No amount payable, or Amount owing to ATO.

    If a refund is due to you, it will be offset against any other tax debts and the remainder issued to you within 14 days of lodgment.

    If you are required to make a payment, you should make this payment by the payment due date. You are reminded that the general interest charge (GIC) accrues on any amount that is not paid by the payment due date.

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    Declaration check box

    If you are lodging an activity statement or submitting an instalment notice with varied amounts, the declaration check box will be presented at the bottom of the screen. Clicking on the box will insert a tick and is the electronic signing of the declaration.

    You can still edit details on the activity statement/instalment notice if the box is ticked.

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    Prepare as NIL

    Fills all labels on the activity statement with '0' for use when you have nothing to report for the period. If the button is clicked a message will appear stating 'All fields are now set to zero' and the button changes to 'Undo NIL'.

    Clicking 'Undo NIL' reverses the action and populates all labels with the previous amounts,

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    Cancel

    Returns to the Activity statement list screen. If you choose this option all of the data you have entered will be lost.

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    Save and exit

    Saves the details you have entered for this activity statement/instalment notice. The Activity Statement save was successful screen will be displayed.

    The details will be saved for a period of 90 days. If you don’t lodge within 90 days, you’ll need to enter the details again.

    To resume a saved activity statement/instalment notice, select it from the Activity statement list and your previously saved data will be populated.

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    Lodge/Submit/Continue

    If you are lodging an activity statement the Lodge button will display

    If you are lodging an instalment notice and have made a variation, the Submit button will display.

    If you are lodging an instalment notice and have not made any adjustments, the Continue button will display. Clicking this acknowledges that you accept the details on the instalment notice and it will finalise without any changes.

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Some of the advice and guidance on this website applies to a specific financial year. This is clearly marked. Make sure you have the information for the right year before making decisions based on that information.

If you feel that our advice and guidance does not fully cover your circumstances, or you are unsure how it applies to you, contact us or seek professional advice.

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