Request the transactions for the income tax account from the client?
Also does it matter for you? You're only doing the BAS and likely doing simplified BAS which requires less information: sales (G1), GST on sales (1A) and GST on expenses (1B) and if appliceable wages (W1) and PAYG withholding (W2). Generally payments to the ATO wouldn't affect the BAS figures unless it's made into another gst registered entity ATO account.
A good bookkeeper will record and categorise transactions correctly, whether they affect the BAS or not. A busy, absent, computer illiterate client sees this as a bookkeeper role. And quite frankly, it is only a report. Therefore, why cannot it be made available?
Hi @Hilda,
As a BAS agent your online access is restricted by your authority. You are not authorised to access the clients income tax account because the registrations and training requirements for a BAS agent do not include income tax legislation the same way an accountant does.
If the client is making the income tax account payments themselves they will have access to provide you with the documentation. If an accountant is managing the income tax payments and accounts they can provide you with the information and documentation you need.
I'm not asking for access to the clients income tax account. I'm asking for a report option be made available to BAS agents. It is only a report.
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