BAS History

The BAS History tab shows all your past Business Activity Statement periods and their status.

If your business is not currently registered for GST, Prepare BAS is hidden, but BAS History remains available for any periods you already finalised while registered.

You can open History from Tax → BAS History, or use View BAS History on Prepare BAS / Overview (that link switches to this tab).

The BAS History Interface

BAS periods are displayed as cards, with the most recent at the top. Each card shows:

Field	Description
Period	The quarter (e.g., “Q3 2025-26”)
Date Range	Start and end dates of the period
Status	Current state — Reconciled or Paid
GST	GST Collected and GST Paid
PAYG	W1 / W2 amounts when payroll applied
Total	Combined amount payable or refundable (Item 9)

Filter by financial year using the year dropdown.

BAS Statuses

Status	Meaning
Reconciled	Clearing journal posted (`Finalise BAS`). Lodged in-app means finalised — not ATO confirmation
Paid	A BAS payment (or refund) journal has been recorded against the clearing account

Period locking is separate: finalising does not automatically set a lock date. See Lock Dates.

Viewing Activity Statement details

Click any BAS card to open the detail panel. You can review the same material figures as the Activity Statement PDF without downloading:

Label	Description
Period	Label and date range
G1	Total sales
GST-free sales	Sales with no GST
1A	GST on sales (collected)
1B	GST on purchases (paid)
Net GST	1A minus 1B
W1 / W2	Gross wages and PAYG withheld (when present)
Item 9	Amount payable or refund

From the same panel you can:

Download PDF — Activity Statement PDF for the period
View Journal Entry — Open the BAS clearing journal in the general ledger

Reopen BAS (revise a finalised period)

If coding was wrong after you finalised, use Reopen BAS from the History detail panel (administrators, owners, and advisors).

Reopen reverses the BAS clearing journal (it is never silently deleted). After a successful reopen:

The period disappears from active History (reversed journals are excluded)
The period returns to Prepare BAS
Fix coding, then Prepare → Finalise again

If a BAS payment already exists

If a payment journal (BASPAY) is linked to that period, Reopen is blocked until you reverse the payment journal first. Use View payment journal from the message, reverse it from Journals, then reopen the BAS clearing journal.

Unlock vs Reopen

Action	What it does
Unlock (Settings → Lock Date)	Removes edit protection only
Reopen BAS (History)	Reverses the finalised clearing journal so the period can be prepared again

Unlocking alone does not revise a lodged (finalised) BAS. Finalised periods still block bank Remove & Redo and statement rollback until you reopen.

How BAS History is Tracked

BAS history is derived from journal entries rather than a separate submissions table:

BAS journals (source_type: BAS) — Created when you finalise a period
Payment journals (source_type: BASPAY) — Created when you record a payment

Activity Statement figures shown in History are stored with the BAS journal at finalise time so they stay consistent with what you finalised.

Finalised BAS and bank changes

Once a period is finalised (BAS clearing journal posted), Rebased blocks Remove & Redo and statement Rollback that would reverse journals inside that period — even if you have not locked the period yet. Use Reopen BAS in History if you need to change those journals, then Prepare and Finalise again.

Best Practices

Review regularly — Check BAS History to ensure all periods are prepared and paid
Track due dates — Outstanding periods are highlighted on the Overview tab
Prepare promptly while registered — Don’t let BAS periods pile up once GST registration applies
Reopen before reclassify — If you need to fix coding in a finalised period, reopen first rather than forcing bank unreconcile

Prepare BAS — Complete your next BAS
Tax Overview — Understanding BAS in Rebased
Lock Dates — Optional edit protection
Reports — Financial reporting