How to specify Maintain History options for Business Activity Statement (BAS) and Pay As You Go (PAYG) reporting in the Australian version of Microsoft Dynamics GP 9.0

The BAS is the form that is used in Australia to report Goods and Services Tax (GST) figures to the Australian Taxation Office (ATO). To file the BAS electronically through the Internet, you can use the Electronic Commerce Interface (ECI) software that is provided by the ATO. You must report amounts that are withheld from vendor payments as PAYG withholding annually in the prescribed format as PAYG Vendor Summaries. The BAS and PAYG reporting dictionary lets you generate all the required ATO reports and communicate with the ECI software.

For BAS and PAYG reporting, detailed history data must be maintained to report the correct information. This data includes tax records. The data must be maintained because BAS and PAYG reporting obtains tax information from the originating transactions that may have already been moved to history. If the history is not maintained, the removed transactions are included, and incorrect figures are reported.

To maintain detailed history data in the Australian version of Microsoft Dynamics GP 9.0, we recommend that you specify the following Maintain History options:

1. In the Debtor Maintenance Options window, specify the Maintain History options. To do this, follow these steps:
   
   1. On the Cards menu, point to Sales, clickDebtor, and then click Options.
   2. Click to select the following check boxes:
      • Calendar Year
      • Financial Year
      • Transaction
      • Distribution
2. In the Debtor Class Setup window, specify the Maintain History options. To do this, follow these steps:
   
   1. On the Tools menu, point to Setup, point to Sales, and then click Debtor Class.
   2. Click to select the following check boxes:
      • Calendar Year
      • Financial Year
      • Transaction
      • Distribution
3. In the Creditor Maintenance Options window, specify the Maintain History options. To do this, follow these steps:
   
   1. On the Cards menu, point to Purchasing, clickCreditor, and then click Options.
   2. Click to select the following check boxes:
      • Calendar Year
      • Financial Year
      • Transaction
      • Distribution
4. In the Creditor Class Setup window, specify the Maintain History options. To do this, follow these steps:
   
   1. On the Tools menu, point to Setup, point to Purchasing, and then click Creditor Class.
   2. Click to select the following check boxes:
      • Calendar Year
      • Financial Year
      • Transaction
      • Distribution
5. In the General Ledger Setup window, specify the Maintain History options. To do this, follow these steps:
   
   1. On the Tools menu, point to Setup, point to Financial, and then click General Ledger.
   2. Click to select the following check box:
      • Transactions
6. In the Sales Order Processing Setup window, specify the Maintain History options. To do this, follow these steps:
   
   1. On the Tools menu, point to Setup, point to Sales, and then click Sales Order Processing.
   2. Click to select the following check box:
      • Invoice/Return
7. In the Invoicing Setup window, specify the Maintain History options. To do this, follow these steps:
   
   1. On the Tools menu, point to Setup, point to Sales, and then click Invoicing.
   2. Click to select the following check box:
      • Transaction Detail
8. In the Purchase Order Processing Setup window, specify the Maintain History options. To do this, follow these steps:
   1. On the Tools menu, point to Setup, point to Purchasing, and then click Purchase Order Processing.
   2. Click to select the following check box:
      • Receipt