Quarterly BAS report Reckon One

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JodieF
JodieF Member Posts: 5 Novice Member Novice Member
in Reckon One

I use Reckon One. I cannot find where to generate my quarterly BAS report. Can someone tell me how to do this? Thanks

Answers

  • klaura
    klaura Reckon Staff Posts: 393 Reckon Staff Reckon Staff

    Hi @JodieF,

    The BAS report can be found under the Tax section in the left side menu of your Dashboard. Click the Add Button and select the Reporting Period.

    image.png

    I hope it helps.

    Best regards,

    Karren

  • JodieF
    JodieF Member Posts: 5 Novice Member Novice Member

    Thanks - I did see that - however I need to select only SOME of the 5 accounts I have on my Reckon One accounting system and this report appears to simply include all of them. How do I limit the BAS report to the accoun(s) I want in the report?

  • klaura
    klaura Reckon Staff Posts: 393 Reckon Staff Reckon Staff

    HI @JodieF,

    Currently, the only available option is to configure the BAS detail. You can do this by navigating to Settings > Tax Settings > BAS Details.

    Best regards,

    Karren

  • JodieF
    JodieF Member Posts: 5 Novice Member Novice Member

    Thanks - so I went in to that area, but it doesn't let me choose which of my accounts I want to go into the BAS statement. Surely the program has the capacity to do this? All the other accounting programs have as this is a pretty fundamental use of it…How else can I set up my usage of Reckon One to allow me to get my BAS calculated, as this is the most important thing I need the program to do.

    thanks

  • klaura
    klaura Reckon Staff Posts: 393 Reckon Staff Reckon Staff

    Hi @JodieF,

    1. Locate your book in the Portal
    2. Click the Three Dots (⋮)
      On the top-right corner of the book tile, click the vertical ellipses to open the options menu.
    3. Select “Share With” → “Support”
    image.png
  • JodieF
    JodieF Member Posts: 5 Novice Member Novice Member

    thanks Klaura - I did that and it said The link has expired or is invalid - tried twice…

  • JodieF
    JodieF Member Posts: 5 Novice Member Novice Member

    Klaura- I tried to share but it did not work. Any other ideas?

  • klaura
    klaura Reckon Staff Posts: 393 Reckon Staff Reckon Staff

    Hi @JodieF,

    Thank you for your patience. It appears that the report you are seeking is not yet available in Reckon One. You might consider sharing this suggestion to Reckon One Ideas, where you can submit new ideas or cast your vote for existing ones.

    Best regards,

    Karren

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