How to allocate tax credits

Last updated 19 October 2026

Overview

Report Allocation is part of the From Fuel Records BAS report flow. It lets you review uploaded fuel transactions, resolve missing allocation details and confirm the treatment of fuel matched to assets before a worksheet is created. It is separate from the GPS apportionment results.

Steps

  1. Open BAS Reports, select New report, then From Fuel Records.

    New BAS report options showing From Fuel Records and Blank Page

  2. Set the reporting period on Report Allocation. The first step shows fuel transactions without an asset identifier. In the example, two transactions have recorded fuel quantities but still need a Business fuel use and Off public road calculation method.

    Populated Report Allocation screen with two fuel transactions that need allocation details

  3. Review those transactions and set the missing treatment where appropriate. Bulk allocation can apply the same choices to all transactions without an asset identifier. Check the transactions before using it.

  4. Continue to Fuel transactions matched to Assets when the first step is complete. Review asset matches and any remaining incomplete rows. The workflow will show what is missing before a report can be created.

  5. Check the resulting worksheet's fuel quantities, business uses and FTC amounts before relying on its total.

If an allocation is missing

  • Confirm that the source fuel record was imported for the selected period.
  • Check the asset identifier on the transaction and the asset's FTC settings in the Register.
  • See How to create and view BAS reports for the full worksheet flow.