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  • Testing and lodging files

    To test and lodge files:

    • in portals, select File transfer > Lodge file in the left menu
    • in Online services for agents, select Reports and forms then File transfer. Select Lodge on the right hand side of the banner.

    This will display the Lodge file screen, which gives you the option to test or lodge your file:

    • Test: the file is sent to us, validated and checked for errors, but not lodged
    • Lodge: the file is sent to us, validated and lodged if no errors are detected.

    We recommend you test your files before lodging to identify any errors and reduce the need for amendments. You can then upload your file again to lodge it.

    After you submit the file, the File status – in progress screen displays while the file is being validated. It will not be lodged if errors are detected.

    When validation is complete we'll notify you by email (if you've chosen this option).

    To view the validation report:

    • in portals, select File status in the left menu. Select the link to download the validation report
    • in Online services for agents, select Reports and Forms then File Transfer. The validation report can be accessed by selecting the dropdown arrow on the File transfer screen beside the file submitted.

    If there are errors, you'll need to deal with them before re-submitting the file.

    You can see the list of files you've previously tested or lodged:

    • in portals, select File status in the left menu
    • in Online services for agents, select Reports and forms then File transfer.

    When submitting a file you don't need to include any other documents with it.

    You can test or lodge files at any time, 24 hours a day, seven days a week (unless our systems are unavailable because of maintenance or system issues).

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      Last modified: 07 Nov 2018QC 26853