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Generate BAS data using a MYOB (v19) report

October 22, 2019

This post is for me, in case anything gets messed up in the future, like it did today. I use MYOB AccountRight Plus v19, so if you use a different version, this may not work for you.

What happened

I went to generate my quarterly BAS using the BASLink method I’ve used since I started using MYOB. But instead of getting all the fields filled with figures, I got nothing. Blank fields everywhere. Something wasn’t right. After panicking a bit (being late with a tax office payment is not my idea of a good time!), I remembered that I got a new computer back in August. Aha! I bet something didn’t link as it should. Now all this is just a few short sentences, but it was about an hour of time, and about 10 years off my life!

What I did

I emailed my accountant to see if she could help, and while I was waiting for a response, I hunted out old backup files looking for the *.bas files for the BASLink setup. I found them but nothing I did worked—I still got blank fields in my BAS. Then I found this web page, which gave me the clue I’d been looking for: https://help.myob.com/wiki/display/ar/BASlink+FAQs

I’d been looking for a way to link the setup files via MYOB itself, but you have to do it via BASLink, which means running BASLink, ignoring all the blank fields and going to File > Setup & Links WITHIN the BASLink program. Once I’d correctly linked the old files, everything worked, and I breathed a very large sigh of relief.

An alternative

Meantime, my accountant got back to me just as I’d solved the problem telling me that there’s another way to generate the BAS data via standard MYOB reports, so here are those steps if I ever need them in the future:

  1. Go to Reports > GST/Sales Tax.
  2. Select the GST [Summary – Cash] report.
  3. Click Customise and set the dates for the quarter.
  4. While in the Customise window, also select the tax codes to report (in my case, just GST).
  5. Click Display. This gives you the totals that go into the various fields on the BAS:
    • Sale value = G1
    • Purchase value = G11
    • Tax collected = 1A
    • Tax paid = 1B
  6. What it doesn’t give is the PAYG tax information, so for that go to Reports > Payroll.
  7. Select the Activity Summary report under Employees.
  8. Click Customise and set the dates for the quarter, if not already set.
  9. Leave Employees set to All.
  10. Click Display. This gives you the totals that go into the various fields on the BAS:
    • Wages = W1
    • Taxes = W2, W5, and 4.

 

One comment

  1. WOW! You are a Wiz, Rhonda!

    Sent from my iPhone

    >



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