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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.

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Sam Gray shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Steven Blaine commented  ·   ·  Report

    Xero the fact that you haven't fixed this is ridiculous..... surely given how closely you work with Accounting and Bookkeeping professional organisations you would have realised that we need a signed lodgement declaration prior to be able to lodge a return.

    The current workflow doesn't allow you to import BAS figures from the client file unless the return has been lodged, which you can't do until you've got a signed declaration.

    All of this makes me wonder what the point of Xero Tax is for BAS agents, do you not want BAS agents to use Xero tax?

    Please address this simple change to the workflow and allow draft BAS / IAS from the clients xero account to be imported into Xero Tax

  • Darren Craddock commented  ·   ·  Report

    I have a few cases where clients have setup an ATO connection to lodge their own BASs via Xero, which is great.

    The problem I have is many clients only do monthly IAS (wages tax only), where we as agents do the full quarterly BASs, and prepare them via Xero's tax program XPM.

    I however cannot mark a BAS as 'final' or 'complete', I can only save as draft or lodge it via Xero. I don't want to lodge it via Xero, I want to put it in XPM, so the client gets a copy to review, and sign it as proof of acceptance.

    Please add an option to 'finalise' or 'complete' the BAS without lodging, like we can with payruns. This is essential as it gives the appearance of not doing the BAS (which we do), and more importantly - it's vital to make the unfiled amounts option work.

  • Marc Smith commented  ·   ·  Report

    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.