{"schema":"exacc.help.page/1","url":"https://exacc.au/help/lodge-bas/","title":"Prepare and lodge your BAS","description":"Prepare a Business Activity Statement from your accounts and payroll, check it, and lodge it with the ATO for your business or, as an agent, for clients.","category":"Compliance","summary":"Open **Business › Tax Docs** and the activity statement. Exacc fetches the ATO prefill; click **Get data from Accounts** to fill GST and PAYG withholding, check the figures, **Complete**, **Validate** and **Lodge**. The status shows when the ATO accepts it. Run the **Business Activity Statement** report to see the figures behind it.","lastVerified":"2026-10-10","apps":["app"],"processIds":[],"start":{"label":"Open Tax Docs","url":"https://app.exacc.au/{dbId}/tax"},"menuPath":["Business","Operations","Tax Docs"],"before":["The business file linked to the ATO (see **Link Exacc to the ATO**); agents need their practice's subscriber link instead.","GST registration, cash or accruals and your GST and PAYG cycles in **Business Details** and **General Settings**.","Your books up to date: bank feeds coded, drafts finalised (see **Review transactions before you report**)."],"steps":[{"step":1,"title":"Open the statement","body":["Open **Business › Tax Docs** (**Tax Documents**). Activity statements come from the ATO's list of what is outstanding; **Outstanding lists** asks the ATO for an update. Open the statement: Exacc requests the ATO prefill for it."],"url":"https://app.exacc.au/{dbId}/tax","image":"https://exacc.au/help/lodge-bas/step-1.png"},{"step":2,"title":"Fill and check it","body":["**Get data from Accounts** fills the **GST** section from your transactions' tax codes for the period, and W1/W2 from your pay events. Check every figure, and enter anything Exacc does not calculate (other PAYG withholding, PAYG instalment, FBT). **Save** as you go.","The **Business Activity Statement** report (Reports › Accounting) shows the same figures with the transactions behind them."]},{"step":3,"title":"Complete, validate and lodge","body":["Click **Complete**, then **Validate**: Exacc checks it with the ATO. When it is ready to lodge, click **Lodge**. The status moves to Lodged, then accepted by the ATO or rejected with the ATO's message in **History**.","Agents can send it to the client first with **Request Confirmation** (it needs the client's phone and email); tick **On confirmation, lodge automatically** to lodge once they confirm."]}],"sections":[{"heading":"Corrections","body":["**Amend** on a lodged statement creates a new version to correct and lodge. **Reopen** takes a statement you have not lodged back to editing."]},{"heading":"Lodged elsewhere","body":["A statement you lodged outside Exacc shows as \"Lodged outside of Exacc\" once the ATO's list updates."]}],"related":["https://exacc.au/help/gst-tax-codes/","https://exacc.au/help/review-transactions/","https://exacc.au/help/lock-accounting-period/","https://exacc.au/help/link-exacc-to-ato/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}