## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/om/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# BAS Report

Zoho Books helps you in generating the BAS (Business Activity Statement) report for your business in Australia. The BAS report is generated based on the transactions you record with tax in Zoho Books.

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### Tax Settings

The BAS Report will be generated based on your tax settings.

To configure your tax settings:

*   Go to **Settings** on the top right corner of the page.
*   Select **Taxes** under _Taxes & Compliance_.
*   Select **Tax Settings** in the _Taxes_ pane.

![Tax Settings](/au/books/help/images/australia-tax/tax-setting.png)

*   Here, you can configure your **ABN**, **Reporting Period**, **Tax Basis**, and choose the date from which you wish to gene your first tax return.
*   After making the desired changes, click **Save**.

**Insight:** If you have already generated a tax return, you need to delete it to change the default tax settings.

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### Generate BAS Report

You can generate your BAS report based on your [tax settings](/om/books/help/australia-tax/bas-report.html#tax-settings). Here’s how:

*   Go to the **Reports** module in the left sidebar.
*   In the **Taxes** section, select **BAS**.
*   Click the **Generate New BAS** button.

The BAS Report will contain the following details:

#### Sales Entities

![BAS Sales](/au/books/help/images/australia-tax/sales-entities.png)

#### Purchase Entities

![BAS Purchases](/au/books/help/images/australia-tax/purchase-entities.png)

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### Simpler BAS Report

You can also view the Simpler BAS Report for the return that you have [generated](/om/books/help/australia-tax/bas-report.html#generate-bas). Here’s how:

*   Go to the **Reports** module in the left sidebar.
*   In the **Taxes** section, select **BAS**.
*   Select the return for which you wish to view the Simpler BAS.
*   Click the **Simpler BAS** tab on top of the page.

![Simpler BAS](/au/books/help/images/australia-tax/simpler-bas.png)

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### Adjustments

After you have [generated](/om/books/help/australia-tax/bas-report.html#generate-bas) a BAS report, you can make account adjustments in it. Here’s how:

*   Go to the **Reports** module in the left sidebar.
*   In the **Taxes** section, select **BAS**.
*   Select the desired return.
*   Click **Make Adjustment**.

![BAS Adjustment](/au/books/help/images/australia-tax/bas-adjustment.png)

*   Enter the **Date** and the **Reason** for the adjustment.
*   Select the **Account** to **Debit** and **Credit**, and enter the respective amounts.
*   Click **Save**.

![Adjustment Accounts](/au/books/help/images/australia-tax/adjustment-accounts.png)

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### File Return

You can choose to file the BAS return that you have [generated](/om/books/help/australia-tax/bas-report.html#generate-bas). Here’s how:

*   Go to the **Reports** module in the left sidebar.
*   In the **Taxes** section, select **BAS**.
*   Select the return you wish to file.
*   Click **Mark as Filed**.

![Mark as Filed](/au/books/help/images/australia-tax/mark-as-filed.png)

*   Enter the **Date of Filing**.
*   Click **OK**.

![Date of Filing](/au/books/help/images/australia-tax/filing-date.png)

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### Unfile Return

After you have [filed](/om/books/help/australia-tax/bas-report.html#file-return) a return, you can choose to unfile it. Here’s how:

*   Go to the **Reports** module in the left sidebar.
*   In the **Taxes** section, select **BAS**.
*   Select the return you wish to unfile.
*   Click **Mark as Unfiled**.
*   Click **OK** to confirm.

![Mark as Unfiled](/au/books/help/images/australia-tax/mark-as-unfiled.png)

After doing this, the return will be unfiled and you can choose to file it again.

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### Record Payment

You can record payment for a return that you have [filed](/om/books/help/australia-tax/bas-report.html#file-return). Here’s how:

*   Go to the **Reports** module in the left sidebar.
*   In the **Taxes** section, select **BAS**.
*   Select the return for which you wish to record the payment.

**Insight:** You can record payment only for a filed return.

*   Click **Record Payment** next to the return.

![Record Tax Payment](/au/books/help/images/australia-tax/record-tax-payment1.png)

*   Enter the following details.

![Tax Payment Amount](/au/books/help/images/australia-tax/record-tax-payment2.png)

Fields

Description

**Paid Through**

Select the bank account which tracks the payment.

**Amount Paid**

Enter the amount you wish to pay based on the **Amount Due**.

**Payment Date**

Enter the date on which you are making the payment.

**Reference Number**

Enter a reference number for this payment.

**Description**

Enter a brief description about the payment.

*   After entering the required details, click **Save**.

#### View Tax Payment

To view the tax payment that you have recorded for a return:

*   Go to **Accountant** > **Tax Payments**.
*   Click the **Payment History** tab on top of the page.

![Tax Payment](/au/books/help/images/australia-tax/payment-history.png)

To delete the tax payment:

*   Hover over the payment and click the **Delete** icon.
*   Click **OK** to confirm.

![Delete Tax Payment](/au/books/help/images/australia-tax/delete-tax-payment.png)

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### Delete Return

You can delete a return that you have [filed](/om/books/help/australia-tax/bas-report.html#file-return). Here’s how:

*   Go to the **Reports** module in the left sidebar.
*   In the **Taxes** section, select **BAS**.
*   Click the **Delete** icon next to the return you wish to delete.
*   Click **OK** to confirm.

![Delete Tax Return](/au/books/help/images/australia-tax/delete-tax-return.png)

> **Note:**  
> If you have recorded payment for the return, you need to first [delete the payment](/om/books/help/australia-tax/bas-report.html#view-tax-payment) before deleting the return.

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**Related**

*   [Overview - Australian GST](/)
*   [Basic Setup](/om/books/help/australia-tax/basic-setup.html)
*   [Managing Taxes](/om/books/help/australia-tax/managing-taxes.html)