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: Income tax lodgment status report Outstanding activity statement report. Descriptions of the different columns are also available in Help on the portal.