Lodgment status reports - Tax Agent Portal

Overview

There are two lodgment status reports available on the Tax Agent Portal:

Income tax lodgment status report - this report shows income tax returns for the current financial year and the three previous years for your clients and if they

have lodged
have not lodged
are not expected to lodge.

Outstanding activity statement report - this report lists all unlodged activity statements for your clients for the current financial year and the previous three years.

Accessing the report

To access the reports:

from the left hand navigation bar, select Reports
select On-demand reports.

These reports will normally be available within a couple of hours from the time of your request, but larger report requests will be processed overnight.

The report will be available once the report status shows 'download'.

You will then be able to download and save these reports and work with them using common spreadsheet applications.

For in-depth information about the information on the reports, including column headings, refer to:

Descriptions of the different columns are also available in Help on the portal.

Income tax lodgment status report

The report format below shows the results based on the filter parameter 'Show all clients'. Each section is a table made up of 10 columns containing lodgment details relating to the client record. The details in the reports will be displayed with text wrapping.

View lodged report

A	B	C	D	E	F	G	H	I	J
Client name	Client type	TFN	Current year status	Current year lodgment due date	Tax level	Current year - 1 status	Current year - 2 status	Current year - 3 status	Last year lodged

What do the headings mean?

Column	Column heading	What will be displayed on the report?
A	Client name	The legal/main name of your client.
B	Client type	Your client's type can be: individual company partnership government super fund trust.
C	TFN	Your client's tax file number.
D G H I	Current year status Current year - 1 status Current year - 2 status Current year - 3 status	The lodgment status of your client's return for the specified income year. Possible values are: for 'Lodged' assessed issued non-taxable issued taxable lodged for 'Not lodged' demanded not lodged for 'Not necessary' includes both of the following but does not show the distinction 'further return not necessary' 'return not necessary'.
E	Current year lodgment due date	This is the lodgment due date for the client's current income tax return. Alternative arrangements may be available for some due dates depending on the client's circumstances. For more information, refer to the current year lodgment program.
F	Tax level	Displays your client's tax level for lodgment purposes.
J	Last year lodged	Displays the most recent year return that your client has lodged.

Outstanding activity statement report

A	B	C	D	E	F	G	H
Client name	Client type	ABN	Client account number	Client account status	TFN	WPN	DIN

I	J	K	L	M	N	O
Status	Hold reason	Type of activity statement	Form description	Period start date	Period end date	Due date

What do the headings mean?

Column	Column heading	What will be displayed on the report?
A	Client name	The legal/main name of your client.
B	Client type	Your client's type can be: individual company partnership government super fund trust.
C	ABN	Your client's Australian business number.
D	Client account number	This is the role number of your client's tax type - for example, 001.
E	Client account status	This displays the current status of the specified account.
F	TFN	Your client's TFN. This will only be displayed if you are authorised to act on behalf of the income tax account for this client.
G	WPN	The withholder payer number.
H	DIN	Document identification number of the outstanding activity statement.
I	Status	The status of the outstanding activity statement can be either: 'new' for sent 'held' if it has not been sent.
J	Hold reason	If the status is 'held', this column provides the reason why the outstanding activity statement is held along with the action to take.
K	Type of activity statement	Displays the type of activity statement: business activity statement instalment activity statement annual goods and service tax (GST) return annual GST information report annual instalment activity statement.
L	Form description	The name of the outstanding activity statement. The following forms may be eligible for the electronic lodgment concession as long as your client reports quarterly and the period end date is 30 September, 31 March or 30 June: form A form B form C form D form F form I form J. The electronic lodgment concession first applied for the June 2003 quarter.
M	Period start date	The reporting period start date of the outstanding activity statement.
N	Period end date	The reporting period end date of the outstanding activity statement.
O	Due date	The due date or deferred due date for lodgment and payment of the outstanding activity statement. The deferred due dates available under the electronic lodgment concession for quarterly activity statements will not be displayed.

Using the income tax lodgment status report

Checking for overdue income tax returns for a client

You can check if your clients have outstanding income tax returns for the current financial year and up to a maximum of 20 previous years, by completing the following steps:

At Your clients, enter your client's tax file number.
At the 'Select the client view' drop down menu, select Lodgment status - income tax and Search.
Select Return not necessary.
The Return not necessary - income tax screen will display outstanding income tax returns for that client.

If the status of your clients' income tax return is not reflected accurately in the portal, check System maintenance and issues.

Example of using the income tax lodgment status report

If you want to view your tax level 6 individual and trust clients whose returns are due on 31 March 2013, but not lodged:

select the View Not lodged filtering option and download an income tax lodgment status report
open the file in Excel
select Data, Filter and then AutoFilter
select the arrow at the top of:

column E [current year lodgment due date] and select 31 March 2013
column F [tax level] and select 6.

If company and super fund records have been retrieved, these can be excluded using the following steps:

select the arrow at the top of column B [client type] and select (Custom)
select equals and type 'individual'
select the or operator
select equals and type trust and select OK.

Filtering hides records that don't match the desired criteria. To restore all records to view, select Data, Filter and then Show all.

If you use other spreadsheet applications, similar features are available under the database menu.

Differences between portal and ELS or paper client lists

Client lists obtained through the electronic lodgment service (ELS) or paper are intended to identify only those clients who are expected to lodge either this year or next year.

The income tax lodgment status report:

lists all taxpayers with your registered agent number on our systems
allows you to group them according to lodged, not lodged, or not necessary.

The default is to show all clients; however, you can use the filtering options and select only:

lodged
not lodged
not necessary.

Further return not necessary

You may find clients listed in the portal income tax lodgment status report that don't appear on your ELS or paper income tax client lists.

This may occur when you (or a previous registered tax agent) have notified us that specific clients are unlikely to need to lodge future returns (further return not necessary).

When the notification is processed, the client will no longer appear on your ELS or paper generated client lists but it does not automatically remove your registered agent number from the client's record.

Removing a client

To remove the client permanently, and stop them appearing on your portal income tax lodgment status report, you need to either:

remove the client using the portal
lodge an ELS CU (client update) deletion transaction, refer to Client lists and how ELS can help.

Last Modified: Monday, 8 April 2013

Our commitment to you

We are committed to providing you with accurate, consistent and clear information to help you understand your rights and entitlements and meet your obligations.

If you follow our information and it turns out to be incorrect, or it is misleading and you make a mistake as a result, we will take that into account when determining what action, if any, we should take.

Some of the information on this website applies to a specific financial year. This is clearly marked. Make sure you have the information for the right year before making decisions based on that information.

If you feel that our information does not fully cover your circumstances, or you are unsure how it applies to you, contact us or seek professional advice.

Copyright

You are free to copy, adapt, modify, transmit and distribute this material as you wish (but not in any way that suggests the ATO or the Commonwealth endorses you or any of your services or products)