Differences

This shows you the differences between two versions of the page.

--- gt3:reports:tpar [18/08/2021 07:11]
Ian Davidson
+++ gt3:reports:tpar [18/08/2021 08:07] (current)
Ian Davidson
@@ Line 39: / Line 39: @@
 Note also the //Run Type// panel: normally you would select the **Production** radio button. The **Test** option flags the output file as being for testing purposes only when uploading to the ATO.
-In accordance with the ATO specifications, you can upload TPAR files more often than the required once per year if you wish; only new or amended data will be included. You can also generate an optional summary report for your own records and optional Payee Statements to send to your suppliers.
+Next, select the //Sender Details// tab. The Sender and Payer can be different; for example if your accountant submits the upload file they are the sender, whilst the Payer is always the Grain Trader business. The fields whose captions are in red indicate data that is compulsory. If the sender is your business, the easiest and most usual thing to do is to select the //Use Company details where appropriate// radio button and click **Go**. This will auto-populate as much data as possible from that stored in the database:
+{{ :gt3:tpar:tpar7.png?nolink |}}
+Otherwise the details for the sender will need to be manually entered.
+Initially the //Sender File Reference// and //Sender Contact Name// boxes will be empty. For the former, it is recommended you click the **Suggest** button to give this TPAR Batch a meaningful name, and enter the compulsory contact name in the latter box. At this point, provided the other Sender details are complete and correct, the icon on the tab will change to a tick and you can move on to the //Payer Details// tab.
+Once again, you can either use the **Go** button to auto-populate the fields as much as possible from your business details, or manually enter them if the payer is not your business.
+{{ :gt3:tpar:tpar8.png?nolink |}}
+Then click **Apply** and return to the //Actions// tab. Click the **Create File** button, select a location where the file will be saved to, change the filename from the default if required, then click **Save**.
+{{ :gt3:tpar:tpar9.png?nolink |}}
+You can then upload the file to the ATO. When you have been advised the upload has been succecssful and accepted by the ATO, come back to this window, select the batch from the //Select Batch// drop down box and click **Commit Batch**.
+{{ :gt3:tpar:tpar10.png?nolink |}}
+You will be prompted not to Commit the batch unless it has been successfully uploaded.
+{{ :gt3:tpar:tpar11.png?nolink |}}
+Proceeding will flag all the transactions reported in this batch so that they are not included in future batches. In accordance with the ATO specifications, you can upload TPAR files more often than the required once per year if you wish; only new or amended data will be included.
+Once the file is committed you can print a summary report for your records using the **Print Summary** button and/or Payee Statements using the **Print Advices** button for each carrier that can be emailed or printed.