Overview: Please use this troubleshooting checklist for any ATO/BAS import errors.
This checklist will help resolve issues/errors when importing data from the ATO into an Active Workpapers Binder.
1- Verify ATO Connection Setup
Ensure that the ATO connection is correctly set up in the Active Admin Centre under the Tax Agents section with the correct details.
2- Confirm Software ID Registration
Check that the software ID from Step 1 is correctly entered into Access Manager in the ATO portal.
Also, Cross-check the ABN and Tax Agent number details from Active (above screen) with the details in your ATO portal:
3- Check Client Listing in ATO
Search for and confirm that the relevant client appears in your myGov/ATO portal under the list of "My Clients."
4- Ensure Consistency of ABN and Branch Number
Ensured consistency between ABN and branch number on the Client screen in Active and the branch number on the activity statement screen in ATO. Also ensure the correct Tax Agent is selected in Active if you have multiple.
Client showing in ATO portal:
Client information in Active:
5- Retry Import Process
Close and reopen the binder again. Execute/Trigger an import again / refresh the side pane. To do this:
Open the binder in Excel, then click the three dots next to the relevant record in the side pane and select 'Open Record Detail'?
Then In the record detail module, scroll down to the Commands section and select 'Execute' to trigger the import;
As a last resort, try deleting and recreating the BAS tax workpaper.
6- Check for Another BAS Agent in ATO
Ensure that the ATO portal does not have a different BAS agent, identified by a different RAN number, linked to the client:
7- Verify BAS Agent Number Format
Ensure if your BAS agent number has a leading zero in it. Ensure to enter it in the Active Admin Centre under the Tax Agents section, otherwise an 'OK' message may appear.
Tax agents can check whether their tax agent number has a leading zero by visiting the Tax practitioner board's website; https://myprofile.tpb.gov.au/
