Account Statement Report
An Account Statement Report from the Australian Taxation Office (ATO) provides a summary
of a business's tax account activity over a specified period. This report consolidates various tax obligations and payments, helping businesses track
their tax liabilities and credits with the ATO.
Activity Statement
An activity statement is a document used by businesses in Australia to report various
tax obligations to the Australian Taxation Office (ATO). It is typically filed on a regular basis, such as monthly or quarterly, depending on the size
and type of the business.
The activity statement consolidates various tax liabilities, credits, and obligations into a single form, simplifying the reporting process for businesses.
It includes information on:
- Goods and Services Tax (GST)
- Pay as You Go (PAYG) withholding
- PAYG instalments
- Fringe Benefits Tax (FBT)
- Wine Equalisation Tax (WET)
- Luxury Car Tax (LCT)
- Other taxes and obligations (If any)
Interest & Penalties Summary: Summary of all the interest and penalties line items on the clients account.
Working Papers AI
Working Papers AI creates the working papers excel for your clients for a specified period that includes pre-populated datasets such as,:
1. Activity Statement reports, Account Statement reports, Interest and Penalties information, Franking Account, Provision of Tax account information.
2. Financial reports from the client accounting platforms such as XERO, MYOB, Quickbooks, etc.
Download Features
- Download the Business Activity Statements in PDFs (ATO Reports & Work Paper Subscription)
- Download the IAC / ITA in csv format (ATO Reports & Work Paper Subscription)
- Download the Working Paper in Excel format (Work Paper Subscription)
Working Papers Subscription will enable you to
Customise your WP template as per your organisational need.
Download the set of documents for each of your clients for the specified period.
- BAS/IAS PDFs
- IAC/ITA csv
- Working Paper Excel
Subscriptions
Free trail: Allow you to access the ATO reports, and working paper excel (default format) for 5 of your clients for a month.
ATO Reports
ATO Reports:
Allow you to access the ATO reports for your clients. We have a monthly PAYG model and a yearly subscription (20% discounted price) offering.
Refer to Pricing Page for more details.*Monthly subscription will continue for the contract period of a year if client is terminated earlier.
No charge to upgrade to Working Paper subscription.
Upgrade/Downgrade your subscription
Upgrade/Downgrade your subscription - You can upgrade to working paper subscription anytime. You will be credited on a prorata basis any
amount you've already paid but not used on your current plan. You can download your plan to ATO.
How to Use Working Papers AI
Please make sure you are the owner/director or an authorised person of your organisation having access to ATO RAM to add our platform.
- Simple Intuitive Registration Process
- Set up your company
- Set up the ATO Integration
- Set up your clients
- Set up your team assignments (Team will get the registration link to access their assigned datasets)
- Start Using ATO Reports
- Select your subscription and let the working papers AI to do the heavy lifting
Franking Account
