---
title: "GST Returns AUS Dashboard"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28401436/GST%20Returns%20AUS%20Dashboard"
format: markdown
---
> ⚠️ **Important:** Ensure you have the following populated before using the GST Returns Dashboard for the first time in [Company Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28382666):
> ⚠️
> ⚠️ 1. A valid ABN is required to be populated in the **A.B.N** field.
> ⚠️ 2. Under **GL Control Accounts** section ensure there is a **GST Clearing Account** entered. The actual GST Clearing Account is defined within [Chart of Accounts](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28390222).
> ⚠️ 3. Define the required **GST Return Format** to be **Australia (GST)**
# Create a New GST Returns Report
To create a new GST Return report, perform the following:
1. Click the **Frameworks Menu** and navigate to **General Ledger > Transaction Processing > GST Returns **from the navigation tree.
2. Click **New, **and the **New GST Return **dialog box will display.
3. From the **Company **drop-down menu, select the company you are reporting for.
4. In the **Period From **and **To **fields, enter the Reporting period dates or search using the **Date Picker **icon
> ❌ If either of the dates entered fall inside an open reporting period a warning message will appear "**Warning**: The Reporting period is still open for posting in the GL"
5. Click **Save**. This generates the GST return record with the **Status: Calculating** and submits a task to the task scheduler to calculate GST return data. You can close the tab while the GST return is being calculated.
> ⚠️ Depending on the size of your data this can take a sometime.
6. Once the scheduled task has been completed, you will be notified that the GST record has been updated. On the **GST Returns **dashboard, the **Status** field will be updated to **Draft **and the **Task Status **field to** Complete. **
> ℹ️ On the **Home Dashboard**, under **Notifications** a **GST Return update Complete **will be displayed. Click the **Link** icon to go to the** Task Activity** where you can click on the **Output **tab to view the .csv output of the task results.
7. To view the report screen, from the **GST Returns **dashboard, click on the **Reference **hyperlink.
The report screen is divided into the following sections:
1. **Header Information **and report** Actions**
2. **Sales and Income**
3. **Purchases and Expenses**
4. **Total **GST payment/refund (G9 - G20)
5. **General Ledger**
6. **Attachments: **Click on the hyperlinks to download and view.
7. **Notes:** Click and type any additional notes if required.
# Recalculating and Updating an existing GST Returns Report
To recalculate or update a GST return, perform the following:
> ⚠️ Once **Finalise **you can not recalculate or update a GST return. Only GST returns with a **Draft **or **Blank **status can be recalculated or updated.
1. From the **GST Returns **dashboard, click on the **Reference **hyperlink.
2. Click on the **Hyperlinks** under the **Attachments **section to view the transaction details that make up each of the **Sales**, **Purchase**, and** GL Account** values.
This will download a.csv file with each transaction included in the total value.
3. Ensure that the report totals (left side of the screen) match up to the GL Totals (right side of the screen). GST movement has been posted to GST Sales and GST Paid during the period, and the reporting data represents the transactions that led to those GL postings.
Make the required adjustments at the transactions.
For Example:
1. Does **G9 GST on Sales** equal **GST Collected**?
2. If not, then open up the **gstSales - Sales Transactions** attachment spreadsheet and check for any exceptional transactions that may not have been reported properly. This will normally be a journal.
3. Does **G20 Total GST Credit** equal **GST Paid**?
4. If not, then open up the **gstPurchaseExpense - Purchases and Expenses** spreadsheet and check for any exceptional transactions that may not have been reported properly. This will normally be a journal. For instance, there may be a journal that has no Purchase GST line on it, yet it is not marked as not reported. This will inflate G11 on the GST Return, resulting in G20 being higher than the GST Paid total. Marking it with a Not Reported BAS code will remove it from G20 and bring it in line with GST Paid.
4. Once updated, from the **Actions **button, select **Recalculate **from the menu. The screen will automatically return to the GST Returns Dashboard screen.
5. The Scheduled task will automatically run again and once complete the **Task Status** will be **Complete.**
6. Click on the **Reference **hyperlink to go back into the report. The **Total GST Collected, GST Paid, and GST Payment/Refund **fields have been updated to reflect the Debit/Credit Adjustment made.
# Deleting an Unprocessed GST Return
To delete an unprocessed GST return, perform the following:
> ⚠️ Once **Finalise **you can not deleted a GST return. Only GST returns with a **Draft **or **Blank **status can be deleted.
1. From the **GST Returns **dashboard, click on the **Reference **hyperlink.
2. From the **Actions **button, select **Delete **from the menu.
3. Click **Yes** from the confirmation popup, and once completed, you will automatically return to the GST Returns Dashboard screen.
# Finalise the GST Returns Report
To finalise the GST return, perform the following:
1. From the **GST Returns **dashboard, click on the **Reference **hyperlink.
2. From the **Actions **button, select **Finalise** from the menus once the GST report is ready. This will nett off the Sales and Purchase GST accounts to the GST Clearing account. The clearing journal will occur within the final GL period of the GST Return you're processing.
3. Click **Yes** from the confirmation popup, which advises *Please confirm that the GST return is to be finalised. No further changes will be possible*
4. You will return to the GST Returns Dashboard. Refresh the Report listing; the report **Status **will now be set to **Finalised**, and **Date Finalised **column will now have a finalised date value.
> ℹ️ If you go back into the report you will notice from the **Actions **button you can no longer select the **Recalculate**, **Finalise** or **Delete **options, the only available option is **Print/Send.**
5. **Print/Send** the Finalised GST Report as required for record-keeping purposes
> ⚠️ This does not to submit to tax office.
# Additional Information
> ✅ From the [Reporting Dashboard ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28380010) run the **Balance Sheet - Std Report** for a standard Balance Sheet with Previous Month, Movement & Current Balance.