How to setup BAS

Steps below are to setup for BAS.

General Ledger Setup

To populate GST Sales Entries and GST Purchase Entries you must activate GST Report.

Setting up your GST Statement

GST Statements are the template for how the BAS figures should be calculated.

Generally, this will be set up by your business partner in the first instance. The GST Statement will tell the system where to accumulate the data from and which BAS box to accumulate the data into. 

Setup using Company Setup Toolkit

See Setup using Company Setup Toolkit

Setup Manually

GST Statement

1. Locate and open GST Statement Templates from search
2. Select or create the record for BAS Statement Template, then select Statement Names
3. Select or create the record for the default Template Name, then select Edit GST Statement.
4. Setup the GST Statement for BAS using the following format, see How to Setup a GST Statement for additional information. An example is shown below.
   
   

   Where to accumulate data from
   Type	GST Entry Totalling
   	Populate fields	Gen. Posting Type
   		GST Bus. Posting Group
   		GST Prod. Posting Group
   	Amount Type	Amount = GST Amount Base = amount excluding GST
   Type	Account Totalling
   	Account Totalling	Populate with relevant G/L Accounts. Use standard Business Central filters
   	Amount Type	Amount

     

   Which BAS Box to accumulate data into
   Type	Row Totalling
   	Populate fields	Description
   		Box No.
   		Row Totalling

GST Reports Configuration

1. Locate and open GST Reports Configuration from search.
2. Edit or create a record with the following setup.

   Field	Value
   GST Report Type	BAS Report
   GST Report Version	CURRENT
   Suggest Lines Codeunit ID	745
   Content Codeunit ID	0
   Submission Codeunit ID	0
   Response Handler Codeunit ID	0
   Validate Codeunit ID	744
   Specifies then name of the GST Statement	BAS
   GST Statement Name	DEFAULT (Note: this field may be different depending on the setup of the GST Statement below). This field can also be left blank.
   Post Settlement When Submitted	Must be ticked
   Disable Post Settlement Fields	Must be ticked
   Disable Submit Action	Must be ticked. This field determines the visibility of the Submit action on BAS Report page.

   

   

GST Report Setup

Ensure that there is a No. Series setup for BAS Report No. Series

The No. Series may be setup to allow manual numbering, if you wish e.g. to use the BAS Document ID as the BAS Report No.