Amending Activity Statements in AE Tax

[sambennett]

we need to amend a previously lodged BAS in AE TAX. How do we now create the new activity statement? We used to be able to go into Preparation-Schedule and select the option to revise an activity statement. This option is no longer there.

When you try and create an activity statement for dates that are already in the system, it locks up and can not be done.

Do we have to amend via the portal now?

[Helen-Z · Accepted solution]

Hello @sambennett 

Thanks for your question!

It is still possible to create an activity statement manually, which is what is required when creating a revision.

Within the client on the Tax tab, there is the option to click on Create Activity Statement (on the left side under Tasks), which will ask for the same details as ELS required, with the addition of the form type. The other option is the one you mentioned, if you go to Utilities > Schedule, and then select Business Activity Statement, it will ask for the same details as the previous option.

When you fill in the details, it will ask you if it is New or a Revision (or if you want to cancel) - you will need to select Revision, and enter the revision number.

If you are having issues creating a revision following either of those steps, I would recommend giving the support team a call, and they will be able to assist with getting it created.

[sambennett]

Thanks @Helen-Z  - the creation works inside the tax page just as you described, however when you click on Preparation -schedule - activity statement in tax - it no longer gives you the same options.

We are all sorted - thank you Samantha

[angelicaapelt]

Hello

When trying to amend a previously lodged activity statement following the instructions below I keep getting an error saying "The selected DIN has been used previously with a different ABN". This is not the first time I've had this issue. Are you able to let me know what the problem might be? 

Thanks!

[sambennett]

@angelicaapelt  - if you are using MYOB AE - go to the right client - go into tax - and click create activity statement on left hand side.

Select the tax year, next, select dates and revision number at the bottom of the box. This should work.

Regards

Samantha

[Helen-Z]

Hello @angelicaapelt

Just following up with your issue - is it still occurring? Or did the suggestion made resolve the issue for you?

[angelicaapelt]

Hello - no I wasn't able to do it using your instructions as it didn't seem like the same configeration we have under MYOB AE. However a collegaue to add a branch number after the ABN and I got it to work.

Thanks