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  • Reports and forms

    Find out how to access, view and lodge functions within the Reports and forms menu.

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    Reports

    You can access most pre-filled, pre-generated and on demand reports.

    To view reports available to you:

    • select Reports and forms then Reports
    • scroll to the relevant report type    
      • Pre-filled reports for the financial year
      • Pre-generated reports
      • On demand reports 
       
    • select the relevant report from the list. For certain reports you may need to enter additional identifiers or use predictive search to generate and review the report.

    Pre-filled and pre-generated reports

    The reports provide current and historical information that is regularly updated.

    The reports available are:

    • pre-fill reports for current year and previous financial years, refer to Pre-filling service for more information
    • Client account running balance report
    • Family trust elections (FTE) & Interposed entity elections (IEE) report
    • PAYG Instalments report for the current year and 2 previous years
    • Year to date interest summary report for the current year and 2 previous years
    • Year to date revenue product summary report for the current year and 2 previous years.

    More information about each report is available in the Help content within Online services for agents.

    On demand reports

    The on demand reports can be generated as needed. The client information in the report will be current as at the time of request.

    ‘Download’ status will display when the report is available to be downloaded. Reports may not be available until the following day. The reports are available for 7 days from the request time. After 7 days has passed the report status will change to ‘Failed time out’ and the report will need to be re-ordered.

    The reports can be downloaded and filtered to suit your information needs.

    Income tax lodgment status report (current year + previous 3 years)

    When the report request has been successfully completed a download hyperlink will be displayed. You can filter the report by the following before downloading:

    • All clients
    • Not lodged
    • Lodged
    • Not necessary.

    The report displays the information in the table below.

    Heading

    Description

    Tax file number

    Client identifier

    Client type

    Entity type, for example, company or superannuation fund

    Client name

    Entity name

    Substituted accounting period (SAP)

    The end month of the client’s reporting year, e.g. 31 December – Early Balancer, 31 August – Late Balancer

    Lodgment code

    Lodgment channel, e.g. digital, paper or blank if not lodged or lodgment is not required

    Current year status

    Lodgment status of the return, i.e. received, not received, return not necessary or lodgment status unavailable

    Due date

    Lodgment due date for the current year

    Flexible lodgment eligibility current year

    ‘Y’ if Disaster Support arrangements are applicable to the return

    Status for each of 3 previous years

    Lodgment status of each return

    Flexible lodgment eligibility for each of the 3 previous years

    ‘Y’ if Disaster Support arrangements apply to the return

    Last year lodged

    The last year an income tax lodgment was received.

    Outstanding activity statement report (current + previous 3 years)

    The Outstanding activity statement report:

    • will display one activity statement requiring action per line. As a result, a client may have multiple lines on the report.
    • will display activity statement forms N, R, S or T as outstanding or new until the due date has passed, even if payment has already been made. These activity statements do not need to be lodged unless there are variations to the pre-calculated amounts.
    • provides tax agents with visibility of    
      • all their clients with an activity statement obligation where the tax agent is authorised at the Client, Integrated Client or GST Joint Venture account level
      • the registered agent number of the tax or BAS agent where another agent has an authorisation for the client’s Integrated Client or GST Joint Venture account
       
    • provides BAS agents with visibility of all their clients with an activity statement obligation where the BAS agent is authorised at the Integrated Client or GST Joint Venture account level.

    The report shows the information in the table below.

    Heading

    Description

    Client name

    Entity name

    Client type

    Entity type, e.g. company or superannuation fund

    Australian business number

    Client identifier

    Client account number

    Activity statement account number

    Client account type

    Integrated client account or GST Joint Venture account

    Client account status

    Status of the account type, e.g. active

    RAN

    The registered agent number linked to the account

    TFN

    Tax file number

    WPN

    Withholder payer number if the entity is not eligible for an ABN and has PAYG withholding obligations

    Destination

    Client, Practice or No preferences set

    Delivery channel

    ECI (digital), Paper or myGov

    Activity statement frequency

    Annually, monthly or quarterly

    DIN

    The unique document identification number for the activity statement

    Status

    New or held

    Hold reason

    Reason activity statement has been held, if applicable.

    HDEF – deferred imports data

    HIAC – incorrect address code

    HOBG – obligation data error

    HREG – registration data error

    HUNT – untraceable

    Type

    Form type, e.g. annual GST return, business activity statement, quarterly PAYG instalment notice

    Name

    Form name, e.g. Form A, Form R

    PAYG and/or GST instalment amount

    ATO calculated instalment amount for forms R, S and T

    Period start date

    Start date of activity statement period

    Period end date

    End date of activity statement period

    Due date

    Legislative concessional or deferred lodgment due date of form

    Status

    Active or blank for each role type, i.e. for GST, PAYGI, FTC, FBT, DGST, WET, LCT

    Flexible lodgment eligibility

    ‘Y’ if Disaster Support arrangements are applicable to the form

    Account balance

    Activity statement account balance at the time of report request

    Payment reference number

    Unique payment reference number for the account type

    Email address

    Account email address

    Postal address

    Account postal address

    File transfer

    From this function you can lodge and view a range of reports and files.

    You can send large files or send multiple files as a single compressed file and you can test the file for errors before lodging.

    See Supported files for a list of reports you can lodge.

    Note: Only files that have been prepared and generated from software in a format and version supported by our systems will be accepted. Scanned images of forms, screen prints, spreadsheets or word processing files are not accepted.

    To view reports or files:

    • select Reports and forms then File transfer    
      • the date received, supplier ABN, file name and status of your submitted files will display 
       
    • to view a list of the reports and files you have permissions for select the drop-down menu next to What files can I lodge here?
    • select Filter to refine by    
      • date range
      • file type
      • file name
      • supplier ABN
      • status
      • ATO reference. 
       

    To submit a report or file:

    • select Reports and forms then File transfer
    • select Lodge
    • select Test or Lodge
    • select Attach, and browse to find the file to submit
    • select if you want to be notified by email when the validation report is available. If so, enter your preferred email address
    • select the Declaration to lodge a report. This option is only available for reports.
    • select Submit.

    When a file is submitted, it is validated for compatibility and file content. A summary of the file or report submitted, including any errors or warnings will be available. To view this validation report:

    • select Reports and forms then File transfer
    • select the drop-down menu next to the lodged file in Reports
    • select the link to download the validation report
    • review the validation report and correct the file or report before re-submitting.

    Forms

    To view forms relevant to your practice:

    • select Reports and forms then Forms
    • select the relevant form    
      • Lodgment deferral
      • Request for replacement cheque form
      • Tax practitioner complaints
      • Private ruling application
      • Lodge an objection
      • Submit further information for lodged private ruling or objection
      • Choosing to pay an annual pay as you go (PAYG) instalment
       
    • enter the required information select the Declaration, if required, and then Submit
    • to submit another form from the confirmation screen, select Return to forms.

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      Last modified: 14 Jul 2022QC 54079