How to lodge BAS through Xero

How to Lodge BAS through Xero

For the first instance, the ATO need to be notified of the SSID and link it to the client.

To begin, update the users who will need permission to lodge the BAS through Xero. This may be client orcompiler. Go to Settings > Users > Sally Campbell > Tick ‘Submit BAS'

Once the correct Users have permission to lodge, you will need to make sure they are using the Simpler BAS – unfortunately cannot use the ‘Full BAS’ to lodge.

To do this, go to Advanced Settings > Financial Settings > Go to Simpler BAS

To link the SSID to the client, click ‘Continue’ and then call the ATO – takes under 5 minutes. You will need to provide client ABN, Doc ID and SSID. Client can do this through Business Portal but not available through Tax Agent Portal. You will be able to immediately click ‘Check Connection’. An error will come up if the client ABN branch number is not entered in Organisation Settings.

Xero will now have a list of BASs that need actioning and those that have been completed. Work through the BAS as usual, reviewing the reports, and then you can Lodge using the button at the bottom of the form.