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  • Lodgments

    The Lodgments menu has details of various obligations including the status and history. Use this menu to view pre-fill and pre-generated reports (including income statements), and lodge various reports and non-lodgment advices.

    Activity statements

    You can view your client's activity statement history and lodge any due or overdue activity statements.

    The Client summary – for action screen also provides a high-level activity statement overview and status of due and overdue lodgments.

    View activity statements

    To view activity statements:

    • select a client
    • select Lodgments then Activity statements
    • For action will display – select History to    
      • view the type of form, lodgment status, received date and outcome for the for the last four years
      • filter by date – enter the 'From' and 'To' date for your search, then select Filter to view activity statements lodged more than 2 years ago
      • update details – select Revise then Edit to make revisions to the activity statement
      • print copies – select Activity statement then Print friendly version 
       
    • to exit the revision without saving, select Cancel.

    Types of activity statements

    The following activity statements are available in Online services for agents:

    • Business activity statement (BAS)
    • Instalment activity statement (IAS)
    • Annual goods and services tax (GST) return
    • Quarterly GST instalment notice
    • Annual income tax instalment notice
    • Consolidated activity statement.

    The following activity statements are not available in Online services for agents:

    • annual GST information report
    • 2001 annual GST return.

    Lodge an activity statement

    You can save an activity statement that you have in progress and return to it by selecting Save and exit. The details will be saved for a maximum of 90 days.

    To return to the activity statement before lodgment, select Prepare to go to the saved activity statement.

    Note: If your client has several activity statements overdue, ensure the first activity statement for the financial year is lodged before lodging subsequent activity statements.

    To lodge an activity statement:

    • select a client
    • select Lodgments then Activity statements
    • at For action    
      • select the relevant account from the drop-down menu to view a list of activity statements yet to be lodged for the selected account
      • select Prepare next to the relevant listed activity statement
      • select Edit to complete each section, such as the GST and PAYGW of the activity statement for each tax registration listed
      • complete mandatory fields, then select Save and continue to navigate back to the Prepare activity statement screen 
       
    • This screen will display    
      • an overview of the edited information
      • amount owing
      • print-friendly version – copy of the activity statement including the client declaration
      • Save and exit if you want to save the details you have provided and lodge at a later date – the details will be saved for a maximum of 90 days
      • Cancel – any saved information will be lost
       
    • When you want to lodge the activity statement, select the tick box to sign the declaration, then Lodge.

    To attach a copy of the Payment options:

    • select Accounts and payments
    • select Accounts summary then select the relevant Activity statement account
    • select Payment options
    • select Print-friendly version.

    Revise an activity statement

    To revise an activity statement:

    • select a client
    • select Lodgments then Activity statements
    • select History
    • select Revise at the relevant activity statement
    • select Edit to complete each section of the activity statement for each tax registration listed
    • complete mandatory fields, then select Save and continue to navigate back to the Revise activity statement screen
    • This screen will display    
      • an overview of the edited information
      • amount owing
      • print-friendly version – copy of the activity statement including the client declaration
      • Save and exit if you want to save the details you have provided and lodge at a later date – the details will be saved for a maximum of 90 days
      • Cancel – any saved information will be lost
       
    • When you want to lodge the activity statement, select the tick box to sign the declaration, then Lodge.

    To attach a copy of the Payment options:

    • select Accounts and payments
    • select Accounts summary then select the relevant Activity statement account
    • select Payment options
    • select Print-friendly version.

    You can also view our How to revise an activity statement in Online services for agents video.

    Income tax

    You can view details of your client's income tax history and the progress of their tax return.

    The status and outcome of the return is updated in real-time.

    You can view:

    • tax return due dates
    • progress of tax returns received by us
    • details of previously processed tax returns
    • copies of each year's notice of assessment.

    View returns lodged

    Watch

    Media: Checking the progress of a return in Online services for agents
    http://tv.ato.gov.au/ato-tv/media?v=nixx79jdgbubjwExternal Link (Duration: 2:02)

    • select a client
    • select Lodgments then Income tax
      • Informational message (if applicable)
      • Pending ATO amendments will be displayed with a link to the Amendment for tax returns from 2019-20 onwards that need to be processed
      • selecting the link will navigate you to the Pending ATO Amendment screen.
        • then you can review
        • Lodged income on tax return and Third-party income that we have received for the client
        • Total estimate of additional tax to be paid
         
      • Select an option to
        • agree with amendment
        • disagree with amendment
        • go to dropdown arrow and select reason for disagreeing
        • then attach supporting evidence
        • Submit - the amendment will be processed
         
       
    • The amendment will automatically be processed after 28 days if you take no action.
    • at Not lodged tab,
      • due and overdue lodgments will display with the due date or 'No tax returns are due at this time'
       
    • select History to view the following details    
      • tax returns from 2009–10 onwards. Information from 2004–05 will also appear if the returns were lodged after 1 January 2010
      • assessment type
      • status – will show the progress of the return outcome
      • view details
       
    • notice of assessment for individuals.

    Note: If a tax return is lodged early, before the end of the relevant financial year, it will not display in the history until after 30 June.

    Taxable payments annual report

    You can prepare, save a draft and lodge your client's Taxable payments annual report (TPAR). You can also submit a TPAR non-lodgment advice and view and amend previously lodged TPARs.

    Lodge – TPAR

    To lodge:

    • select a client
    • select Lodgment then Taxable payments annual report
    • at Not lodged
    • select Prepare

    or

    • select Resume - to be navigated to a saved draft TPAR form
    • select the year
    • select Account if there is more than one account use the drop-down menu
    • at Contact details, enter the relevant contact, you or the payer, if we have any questions – you will need to enter the payer's trading name, but if you are the contact you can enter your contact details
    • select Add – a maximum of 20 payees can be added
    • select Payee type – Sole trader or Business
    • type their ABN – this will provide the payee legal name and ABN
    • type the business name as it appears on the payee's invoice – it may differ to the payee's legal name
    • type phone number, email and address
    • at Bank details type BSB and account number
    • at Payments type Total GST, Gross amount paid
    • at Is this a grant payment select 'Yes' or 'No' – if yes, type the name of the grant payment
    • select Save and exit – draft copy will save all information and navigate to the Draft confirmation page

    or

    • select Submit – the payee details will display and you can edit or delete before you submit. You can then continue to enter the next payee, up to a maximum of 20 payees
    • select edit or delete if you need to update or remove a payee's details before you lodge
    • select Print friendly version to print or save a copy for your records, before you submit
    • when you have completed adding payees select the declaration then Submit.

    Note: You can commence and save up to 10 TPAR forms to be completed at a later date. Each form will be saved for a maximum of 90 days.

    You can delete an unwanted saved TPAR form.

    Submit a TPAR non-lodgment advice

    To submit:

    • select a client
    • select Lodgment then Taxable payments annual report
    • at Not lodged select 'If you don't need to lodge for a listed financial year, submit a non-lodgment advice' link
    • select the year, or multiple years, or select 'Do not need to lodge future taxable payments annual report'
    • complete mandatory fields
    • select the declaration then Submit.

    View or amend – TPAR

    To view or amend:

    • select a client
    • select Lodgment then Taxable payments annual report
    • reports will be listed by financial year
    • select History
    • reports from 2012–13 onwards, including non-lodgment advice, will be listed with the assessment, lodgment date and receipt ID, you cannot view the details of the lodged report
    • select Prepare/Amend if an amendment or new report needs to be made.

    Note: If you need details in the lodged report and don't have a saved copy, phone us with the receipt ID to request a copy.

    Non-lodgment advice

    Non-lodgment advice is used to notify us that a return is not necessary or further returns are not necessary. It is only available when your client is not required to lodge a particular tax return or are not required to lodge any future tax returns.

    This function will:

    • display eligible financial years for non-lodgment advice
    • automatically process the non-lodgment advice
    • provide real time validation.

    If your client is not eligible for non-lodgment advice, details will be available about what lodgment is required.

    To submit a non-lodgment advice from the client or the agent home page:

    • select a client
    • select Income tax then Not lodged
    • select A return is not necessary.

    To complete the non-lodgment advice, you must either:

    • select the relevant eligible financial years
    • select All if all years are eligible.

    If your client is no longer required to lodge you can submit Further returns not necessary (FRNN):

    • for the current year select Client has no obligation to lodge future income tax returns
    • previous years will require either a non-lodgment advice or lodgment
    • select the Declaration then Submit
    • the receipt will display
    • select Print friendly version to print or save a copy.
    • You can also view our How to submit non-lodgment advice in Online services for agents video.

    Client reports

    You can view and download the following client reports:

    • Pre-filling reports – provides income and expense related information reported to us by various organisations. You can access reports for the last 10 years.
    • Pre-generated reports – provides historical and current information reports for your client, including    
      • Client account running balance
      • Year to date interest summary
      • Year to date revenue product summary
      • Family trust elections (FTE) and interposed entity elections (IEE) (tax agents)
      • PAYG instalments
      • STP – View income statements (tax agents)
      • Shares and units records (tax agents).
      • Reported transactions
       

    Note: Reports can also be accessed from Reports and forms.

    To view:

    • select a client
    • select Lodgments then Client reports
    • at Pre-filled report select the relevant year or scroll to Pre-generated reports and select the relevant report.

    Reports can be viewed in your browser and downloaded in HTML, XML or CSV. You can download multiple reports at once by opening Multiple windows and tabs.

    Reported transactions

    You can access a list of reported transactions in financial year order for a maximum of four years (Current + up to 3 previous financial years).

    You can select a report type to filter, view or download transactions. There will be 3 types of reports available:

    • Business transactions through payment systems (BTTPS)
    • Government grants (GG)
    • Taxable payments (TP)

    To view:

    With a Client-in-focus

    • select Lodgments
    • then Client reports
    • then Reported transactions.

    Reported transactions will display:

    • report type – BTTPS, GG and TP
    • financial Year
    • total transactions

    The Missing information or discrepancies section enables you to:

    • Select 'message us' link to be navigated to the Practice mail new message screen:    
      • ‘View more topics’ and ‘other topics' will have ‘Reported transactions’ pre-populated.
      • Select subject - subject dropdown will not be pre-populated from this screen.
       

    You can:

    Select the report type (BTTPS, GG or TP) to be navigated to the Payers list screen:

    Select:

    • Time period – Choose the Current or one of the 3 previous financial years
    • Choose dates – you then select the ‘From’ and ‘To’ date to further filter your search
    • Payer’s name (optional) – max of 200 characters or Payer's ABN
    • Then search – Records will display the filtered criteria
    • If no records - No records found will display
    • Cancel button - You will be navigated back to the Reported transactions screen

    Reported transactions will be displayed for the report type by:

    • payer’s name
    • transactions
    • amount.

    You can:

    • Edit – to filter report
    • Tick Check box or boxes
    • Download – select CSV or HTML

    Note: You cannot download greater than 10,000 records at one time - you will need to refine your search criteria.

    The Missing information or discrepancies section will also be available at the bottom of each report screen (for example, ‘Business Transactions through Payment Systems’, ‘Government grants’ or ‘Taxable payments’)

    • Select 'message us' link to be navigated to the Practice mail new message screen:    
      • ‘View more topics’ and ‘other topics' will have ‘Reported transactions’ pre-populated
      • Subject dropdown will be pre-populated with the report name (for example, ‘Business Transactions through Payment Systems’, ‘Government grants’ or ‘Taxable payments’).
       

    Client forms

    To view forms relevant to your client:

    Certificate of coverage request form

    To add:

    • select Certificate of coverage request form
    • at Not lodged select New
    • complete Employer information mandatory fields including adding employee information
    • at Employee list select Add. You can select Update at Employee details to change details of the employees listed
    • select the Declaration and Submit.

    To edit:

    • select Certificate of coverage request form
    • at History select Edit
    • at Employer information – previous request, update the required information
    • select the Declaration and Submit.

    Note: Only certificates with a status of approved or saved can be edited. You can only view or edit one employee at a time.

    Employee share scheme (ESS) annual report

    To lodge:

    • select the Employee share scheme (ESS) annual report
    • select Lodge then the year required
    • complete the mandatory fields    
      • at Employees select Add. Select the Update next to Employees to change details of the employees listed
      • add Share scheme details for each employee. You can add details for multiple share schemes at once
      • select Save and continue 
       
    • select the Declaration and Lodge. To lodge or complete the form later, select Save and exit. The report must be resumed within 14 days, otherwise the information will need to be re-entered.

    To complete a saved draft, select Resume for the relevant client's report and complete the mandatory fields:

    • select Add at Employees and complete or update details
    • select the Declaration then Lodge.

    General purpose financial statement

    To lodge:

    • select Add
    • complete mandatory fields
    • select the Declaration then Submit.

    Early stage innovation company report

    To lodge:

    • select Add then the year required
    • complete all mandatory fields. Do not copy and paste information into this report as it can create an error    
      • to add the investors to the report select Add then the Entity type, complete details then select Save and continue
      • to add further investors at Investors select Add and complete the details
       
    • select the Declaration then the relevant action, select    
      • Submit to lodge
      • Save and exit to save and complete later
      • Cancel
      • Print friendly version to print or save as a PDF before submitting.
       

    Overseas travel notification

    This form is only available for individual clients with a HELP or TSL debt.

    Before you complete this notification for your client, ensure their name, date of birth, email address and phone number are correct.

    To lodge:

    • select Overseas travel notification
    • select Add
    • select the Passport type – either Australian passport, Foreign passport or Both if applicable
    • enter the passport details and travel details
    • select the Declaration then Submit to lodge or Cancel to exit the form.

    Excess concessional contribution election

    You can view available elections and election history.

    To lodge:

    • select Lodge for the year required
    • to view the Determination date and Total contributions select the drop-down menu next to the Election
    • complete all mandatory fields to indicate the amount to be released
    • select the Declaration then Submit
    • select Print friendly version to print or save a copy.

    Excess non-concessional contribution election

    You can view available elections and election history.

    To lodge:

    • select Lodge for the year required
    • to view the Determination date and Total contributions, select the drop-down menu next to the election
    • select to either    
      • Release the money from your super fund
      • Pay excess non-concessional contributions tax
       
    • complete all mandatory fields to indicate the amount to be released
    • select the Declaration then Submit
    • select Print friendly version to print or save a copy.

    Transfer balance account report

    You can lodge and view lodged or saved reports.

    To lodge:

    • select Add for the relevant year, then either    
      • select Save and continue – to save a report to be completed or submitted later
      • select Resume – to return to the report in progress
       
    • complete all mandatory fields
    • select the Declaration then Submit
    • select Print friendly version to print or save a copy.

    For instructions, see Super transfer balance account report instructions.

    Division 293 election

    You can view the available elections and the election history. There are 2 types of elections – Due and payable, and Deferred.

    To make an election:

    • select Lodge for the year required
    • complete mandatory fields
    • select the Declaration then Submit.

    Transfer balance election

    You can view an election and election history.

    To make an election:

    • select Change provider
    • enter the election amounts
    • select the Declaration then Submit
    • select Print friendly version to print or save a copy.

    Note: You cannot submit an excess transfer balance election for a determination period if your client has already made an election for that same determination period or if the election period has expired. Check with your client that they have lodged the election.

    Pay as you go withholding variation (PAYGWV) application

    You can lodge, view and amend PAYGWV applications.

    To lodge:

    • select Prepare
    • complete mandatory fields
    • select the Declaration then Submit.

    Fuel tax credit non-GST

    You can register, claim, view and amend fuel tax credit non-GST.

    To register:

    • select Register
    • complete mandatory fields
    • select the Declaration then Submit.

    To claim:

    • select New claim
    • complete mandatory fields
    • select the Declaration then Submit.

    Product stewardship for oil

    You can register, claim, view and amend Product stewardship for oil.

    To register:

    • select Register
    • complete mandatory fields
    • select the Declaration then Submit.

    To claim:

    • select New claim
    • complete mandatory fields
    • select the Declaration then Submit.

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      Last modified: 14 Jul 2022QC 54079