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Automated BAS lodgement

  • 1.  Automated BAS lodgement

    Posted Aug 16, 2016 01:01 AM

    Hello all,

    I'm hoping to automate our BAS lodgement through GP. I'm just having some issues with getting our GST on Capex to correctly flow through to the BAS worksheet. I've tried using a specific tax detail and manually changing the ID on each capital invoice which worked well. However on invoices where there are both capital and normal expenditure, how do I differentiate? Also having some problems with the tax detail ID 'sticking' from the previous entry even if I change to a normal purchase tax detail - still seems to flow through to the capital section on the BAS worksheet.

    Has anyone successfully automated their BAS that can help me out with where I'm going wrong?

    Thanks,

    Lucinda

    ------------------------------
    Lucinda Fraser

    ------------------------------


  • 2.  RE: Automated BAS lodgement

    GPUG ALL STAR
    Posted Aug 17, 2016 02:46 AM

    Hi Lucinda

    This is David Musgrave. I was the original developer of the Australian GST handling including the BAS Reporting tool.

    It sounds like you are using Payables Management to enter the transactions. Payables Transactions don't have lines and so the expense purchases and Capital Expense purchases cannot be easily separated.

    It is possible to manually edit the Tax details to split between two codes. However, if you click Default, it will lose any changes you make.

    You could also enter the transaction as a separate transaction within Dynamics. One for expenses and one for Capital expenses.

    If you use Purchase Order Processing, it is also possible to use separate lines on the transaction to split the expenses and use different Tax Schedules accordingly.

    Hope this helps.

    David

    PS: Are you based in Perth? We would love to see you at our next meeting on Wednesday 14th September.

    ------------------------------
    David Musgrave MVP, GPUG All-Star

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

    http://www.winthropdc.com



  • 3.  RE: Automated BAS lodgement

    Posted Aug 17, 2016 09:48 PM

    Hi David,

    Thanks so much for your quick reply. We are hoping to move to purchase order processing later this year so this will be a good solution for me. I'll just do manual entries on separate transactions in the meantime.

    Unfortunately, I'm based in Brisbane otherwise I would have loved to attend the meeting. I'm quite new to using Dynamics GP so am always eager to discuss how other companies utilise the system.

    Thanks,

    Lucinda

    ------------------------------
    Lucinda Fraser




  • 4.  RE: Automated BAS lodgement

    GPUG ALL STAR
    Posted Aug 18, 2016 04:00 AM

    Hi Lucinda

    All I can say is ... time to start a Brisbane chapter of GPUG!!

    David

    ------------------------------
    David Musgrave MVP, GPUG All-Star

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

    http://www.winthropdc.com



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