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How do I send a BAS Summary Report to an Accountant/Bookkeeper

SOLVEDby QuickBooks14Updated 1 year ago

What is a BAS Summary Report?

This report shows you the summary information for each box of the BAS. This will help you as you lodge your return in QuickBooks Online and then complete and submit your return to the Australian Tax Office (ATO).

The report is based on accrual accounting unless you changed your GST reporting setting (in Company Settings) to cash basis.

The amounts on this report are calculated from your QuickBooks Online start date until the To date at the top of the report. That way, any transactions you enter but backdate to a previous GST period are accounted for properly in your BAS. Any changes in GST liability caused by changing a previously lodged transaction are also accounted for in this report.

You can modify the dates for this report in order to show your GST liability as of an earlier date, or to see total sales and purchases for a different date range.

How do I send a BAS Summary Report to an Accountant or Bookkeeper?

To send your BAS Summary Report to an Accountant or Bookkeeper follow these steps below;

  1. Open your QuickBooks Self Employed App
  2. Select Taxes in the bottom menu
  3. Select Tax Summary Report at the top of the screen
  4. Select your Tax Time Frame (financial year) you need to send
  5. Enter your accountant/bookkeepers email address
  6. Select Send

Your BAS Summary Report has now been emailed to your Accountant/Bookkeeper

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