Setting up Business Activity Statement
If you have the permissions to do so, you can follow the steps described in this section to set up and configure the Business Activity Statement functionality after installing the Tax Reporting package.
You must be assigned a System Administrator profile and the Tax Reporting permission set to perform the steps. Access the related help page and complete the tasks described.
Step | Task | Further Information |
---|---|---|
1 | Assign the required permissions to the relevant users. | Permission Sets and Other Technical Documentation |
2 | Set up the Tax Code Layout page layout using the Feature Console. | Enabling Tax Box Mappings |
3 | Set up the required tax codes. | Configuring Tax Codes |
4 | Share the Australia GST Reports folder with the relevant users. | For more information, see the Salesforce Help. |
5 | If you use the Accounting Business Activity Statement object, migrate your data using Datastream from Accounting to Tax Reporting or contact Certinia Customer Support. | Datastream Overview |