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We want to be able to report on any clients with outstanding balances at any point in time, and be able to action it before the ATO start calling us or the client to chase the debt.
There is already a report on the ATO Portal – See attached screen shot. The report contains any AS’s that are overdue and also shows any clients debt/credit they may have on the ICA.
We also want to be able to safely ignore any and all statements of account that the ATO spam us with because often, they issue a statement of account with a $NIL balance. If we know that we are across all outstanding balances, we’ll auto-file these direct from ATO SmartDocs
Re the auto-BAS mimicking the functionality – the major difference is that auto-BAS generate the BAS in XT as soon as it’s available from the ATO.
It doesn’t subsequently update – meaning if the client goes and lodges on the business portal, or via paper, or via their Xero Blue file, the BAS form sitting in XT isn’t deleted, or updated/populated.
So if we’re relying on a report of all existing forms in XT, it’s going to be out of date pretty quickly, telling us there are outstanding BAS that are no longer actually outstanding.