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Executing ATO data import on BAS Lodgement sheet
Executing ATO data import on BAS Lodgement sheet

Issue: Data is not populating from the ATO into my Excel worksheets. The ATO link is set up correctly as according...

Updated over a month ago

Issue:

Data is not populating from the ATO into my Excel worksheets. The ATO link is set up correctly as according to https://hownow.freshdesk.com/a/solutions/articles/5000886568?portalId=5000001348

Steps to Resolve:

1. Open Active Workpapers in Excel:

- Open Excel and navigate to the Active Workpapers add-in.

2. Select BAS Lodgements Workpaper:

- Find and select the BAS Lodgements workpaper.

Active Workpapers interface showing the Taxation section with a focus on the 'BAS Lodgements' record. The three-dot menu is expanded, displaying options for Quick Comment, Open Record Detail, and Delete Record

3. Access Record Detail:

- Click on the Open Record Detail icon.

Active Workpapers interface showing the 'Commands' section with an 'Activity Statement' command. The 'Execute' button is highlighted, with a loading message below indicating 'Loading data for Activity Statement. This may take up to 30 seconds.


4. Execute Command:

- In the Commands section, locate Activity Statement and click Execute.

6. Verify Data Loading:

- Ensure the ATO link is active, ABN and branch details are correct, and no network issues exist.

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