Search BAS

The instructions in this article relate to Search BAS. The icon may be located on your StrataMax Desktop or found using the StrataMax Search.

Search BAS is used to query Business Activity Statement information for a single building or across the portfolio. It can be used to locate saved BAS periods by End Date, review prior completed BAS periods on screen, and access saved BAS details such as Last BAS and prior BAS records.

This search can assist with everyday tasks such as reviewing BAS periods, locating historical BAS information, and reporting on BAS data for follow-up or review. Searches can be saved for ongoing use, and the results can be exported to Excel or produced as a PDF-style document.

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Searches

Many search screens use the same layout and tabs, even though each one reports on a different area of data. Once you understand how the search screen works, the same process can be applied across a range of searches.

Search BAS | Security

To access Search BAS, the user must have permission set to Allow for Search BAS under the Menu category in Security Setup.

Search BAS | What it can report on

Search BAS can be used to report on saved BAS information, including End Date, GST Start Date, PAYG Instalment Start Date, and PAYG Withholding Start Date. This can assist when locating prior BAS periods for a single building or across the portfolio.

This search can also be used to access prior BAS records, including Last BAS and earlier BAS periods, and to review BAS information saved for completed reporting periods.

Recommended Search Examples

The following examples provide practical ways to use Search BAS to determine the current BAS position and refer to previously saved quarters.

Search BAS records

Search BAS opens with default fields to help locate BAS records for the current building and selected BAS period.

1. Search for or select Search BAS.
2. By default, the Current Building and End Date fields will be applied.
3. If required, remove or change the Current Building field to return BAS records across the portfolio.
4. Use the End Date field to select a specific BAS date or date range, including an historic year.
5. If required, add another field and select the required field, condition, and value.
6. Click Refresh to return the BAS records.
7. If required, click Export to export the results to Excel.

Full BAS Reporting

The ATO may require additional reporting when the income or annual turnover exceeds 2 million dollars. The additional reported information relates to:

• G2 - Export Sales
• G3 - Other GST free Sales
• G10 - Capital Purchases
• G11 - Non-Capital Purchases

These fields can be added to the displayed columns in Search BAS. To update the BAS to report as a Full BAS, review the setup in Building Information.

View BAS

To view a previously saved BAS, use Search BAS to locate the required BAS period and then open the saved BAS record.

1. Search for or select Search BAS.
2. By default, the Current Building and End Date fields will be applied. Adjust the fields as required.
3. Locate the required BAS period for the building.
4. Click View BAS.
5. Review the Prepare BAS screen and click Print.
6. Add any required reports in the Report Distribution screen and click Proceed.

Grouping on GST totalling accounts

This search will report the totals of the GST item reportable for the accountant for lodgement.  

1. Search for or select Search BAS.
2. Change the view from List to Grouped.
3. Use the Columns display to include relevant fields for display. For example, GST Variance, GST Posted, Tax Free Purchases. When setting these fields, adjust the style available for that field. For example, Sum to total the transactions in that account.
4. Use the Restrict To tab to include any other fields of restriction that will allow results to be refined.