Why doesn't my GST Report match what I expected in Kontuly?
When Kontuly's GST Report doesn't show the figures you expected, the cause is almost always the basis, the period, transactions not yet approved or coded, or a tax code. Work through these checks in order, with View set to Detail to see every transaction behind the figures.
- Basis. Check Basis on the report. Cash and Accruals give different figures for the same period. See Cash or accruals.
- Period. Check From and To match the BAS you're preparing. The Dashboard GST card may be showing a different period (last period, while it's still due).
- Missing transactions. Draft invoices and bills, and unassigned bank lines, aren't included. Approve them or code them.
- Tax codes. Set View to Detail and look at the Tax rate of each transaction. Bank lines take the rate of the account they're coded to unless you chose another.
- Things deliberately left out. Payments to and refunds from the ATO, clearing journals, manual journals, and amounts at No GST never appear.
- Registration. If Registered for GST is off in Settings, nothing posts GST at all.
A transaction has the wrong GST
Correct it at its source: void and re-enter the invoice or bill, or unassign and recode the bank line. If that period's BAS is already lodged, don't change it there: voiding reverses on the original date and changes that period. Lock the period and correct it in the current one instead, and ask your accountant or BAS agent how to report it.
G1 moved but 1A didn't
On the accruals basis, G1 is the movement on your income accounts plus 1A. A manual journal to an income account changes G1 without changing 1A or 1B.
Past periods changed
The report is always worked out from today's settings. Changing the accounting basis, or back-dated entries, change past periods too. Keep a PDF of each lodged period, and use the lock date to protect it.
The check "GST by rate agrees to 1A and 1B" warns
Related questions
- How do I prepare my BAS figures in Kontuly?Kontuly's GST Report prepares the G1, 1A and 1B labels of your BAS, plus PAYG labels if you set them up. Here's how to run it for your BAS period.
- Cash or accruals: when does Kontuly report GST?On the accruals basis Kontuly counts GST on the invoice or bill date; on the cash basis, when the money is paid. How to choose and what changes.
- How does Kontuly work out GST on a bank transaction?Kontuly treats bank amounts as including GST and splits the tax out at the account's rate, or a rate you choose, when you code the line.
More about troubleshooting
- Why can't I edit an approved invoice or bill in Kontuly?Kontuly says "Only draft invoices can be edited" or "Only draft bills can be edited"? Fix an approved document by voiding it or raising a credit note.
- Why does Kontuly say "Period is locked"?The transaction is dated on or before the lock date in Kontuly's Settings. Date the correction after it, or clear the lock date, fix it and set it again.
- Why can't I change the currency of a business in Kontuly?Kontuly fixes a business's currency once any transaction is posted, because every amount is stored in it. If it's wrong, set up a new business.
- Why can't I void a bill or credit note in Kontuly?No Void button on a Kontuly bill or credit note? Remove its payments, allocations and refunds first, and check the lock date. What each message means.
- Kontuly says an account has transactions and its type can't changeKontuly locks an account's type once it's been used, so past reports don't change. Create a new account of the right type and move the balance with a journal.