Overview: When working with a client that has multiple branches under a single entity, you only need to maintain one client in the system.
Within this single file, you can create and manage multiple J50 BAS worksheets, one for each branch number.
Create a binder
Firstly, you will need to create a binder for the client so you can manage all related branch data within it.
For detailed steps on how to create a binder, see the support article: How to create a binder.
WARNING: It is really important here, that the branch number is entered correctly when connecting the binder to the client's ATO profile as this will ensure the correct data is inserted into the J50 BAS Lodgements worksheet.
J50 BAS Lodgements worksheet
First branch number
After the binder is created, on the provision you have connected the binder to the client's ATO profile as above, the J50 BAS Lodgements worksheet will automatically be inserted.
This will import all the relevant data for the outlined branch.
Following branch numbers
You will need to add an additional J50 BAS Lodgements worksheet for each other branch number for the client. This will ensure the data is imported for each of the branch numbers in their respective worksheets, while retaining the data for the first branch in the original worksheet.
Start by manually updating the branch number in the 'Entity Details' section within the client. To do this, navigate back to the Clients tile in the Active Homepage and click on the Edit Client toggle to the right of the client.
From here, you are able to update the branch number.
Once you have updated this, click Save Client.
Navigate back to the binder and insert another J50 BAS Lodgements worksheet, following the process as you would when inserting any other record template.
For more information on how to do this, see the support article: How to link various records to a binder.
Tip: It is recommended that the BAS Lodgement worksheets' are renamed so they can be individually identified, as above. To do this, hover over the worksheet and click on the pencil icon.
Repeat this process for each remaining branch number.
WARNING: Once the data has been imported into their respective J50 BAS Lodgements worksheet, it is critical that you DO NOT reimport the data from Data Hub and DO NOT refresh the data in these populated worksheets.
Doing this will override all worksheets with data from the currently selected branch number.
Flow-on effects
After creating all branch-specific J50 worksheets, you will need to manually reconcile all other related worksheets, including the J51 GST Reconciliation for consolidated lodged BAS information, and the C20 Tax Reconciliation and H35 Provisions - Tax for consolidated PAYG Instalments.
By manually carrying out this process, it will ensure that all data reconciles and is consolidated correctly within the single binder.