The GST reporting function (GESGST) has been replaced by a new workflow to generate the data necessary to report BAS and GST data to the ATO on a monthly or quarterly basis. The GST report archive function (GESGSTA) remains available to review legacy data only.

Workflow

You need to use the VAT boxes function (GESVTB) to create the required VAT box setup that defines the relationship between tax codes and tax form labels.

Create company groups in the GST grouping function (GESGSTGRP). Note that you need to create at least one group, even if it only has a single company.

One company within the group must be designated as "Head entity", responsible for all of the group's tax obligations such as paying tax and submitting tax returns.

The GST group profile determines the reporting frequency: monthly or quarterly.

Group members must have an Australian Business Number (ABN) and have the AUSVAT - Australian VAT parameter (LOC chapter, AUS group) set to Yes.

Create and manage reporting periods in the GST reporting periods function (GESGSTPER). You’ll always create reporting periods for GST groups, not individual companies.

Review data (for the group and/or per company) and manually input additional BAS values such as PAYG, Income tax, Fringe benefit tax, etc.

Generate the GST report (GSTCLCWKSHT) to prepare the necessary data for the ATO.

Data collection

GST report data is collected through the GST reporting periods function based on general ledger journal entries and associated tax codes as defined in the VAT boxes function (GESVTB). Previously, sales and purchasing invoices were the only source of data for the GST report.

Deprecated functions and screen

This section applies to Sage X3 installations prior to April 2018. Any previously generated reporting data is not migrated to the new reporting tools described above. However, the GST reporting archive (GESGSTA) remains available to create legacy reports for informational purposes only.

Functions

• GST report (GESGST) – This function is no longer active. You need to use the GST reporting periods function instead.
• GST report archive (GESGSTA) – This function remains available for legacy data only.

Screen

• Tax rate (GESTVT) – The Australian legal data entry screen is no longer available. Use the VAT boxes setup instead for the mapping of tax rates to GST labels.