Xero BAS - Finalise BAS in a Xero file connected to the ATO, without submitting to the ATO
Problem: Xero connected to the ATO for activity statements. Client prepares monthly IAS (PAYGW only), Adviser prepares quarterly BAS (GST and one month's PAYGW). Adviser has to disconnect from ATO to finalise BAS in Xero and import into Xero Tax (to be able to send to the client for electronic signing and then making lodgement to the ATO).
Solution: make it possible to finalise the AS in Blue Xero without disconnecting from the ATO, allowing Client to continue submitting IAS to ATO from within Xero and Adviser to import into Xero Tax to send for e-signing and lodgement.
Sam Gray
shared this idea
Hey team, just wanted to give you a quick update on this idea that's been in "Under review" for a bit.
While we did explore this further, we unfortunately had to put it on hold for now. We totally get how improving these connections would help you here.
It is still on our radar, and as soon as we can dedicate more focus to it, I'll share any news and progress with you.
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Marc Smith
commented
We have the issue where the client has connected to the ATO but now can't prepare/lodge early unless they break the connection and go back to manual reports. Feels like the 'new' version is a backward step. Ideally, if the return is present on the ATO portal then it should be available to prepare early even if not yet due.