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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. You can lodge various reports and non-lodgment advices.

    Find out about:

    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.

    See also:

    View activity statements

    To view activity statements:

    • select a client
    • select Lodgments then Activity statements
    • Not lodged will display – select History to
      • view the type of form, lodgment status 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 two years ago
      • update details – select Revise then Edit to make revisions to the activity statement
      • print copies – select Details then Print friendly version
      • view our Received date – select the drop-down menu next to the relevant activity statement
       
    • to exit the revision without saving, select Cancel.

    Lodge an activity statement

    You can save an activity statement that you have in progress and return to it by selecting Save and exit.

    To return to the activity statement before lodgment, select Revise.

    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 Not lodged
    • select the relevant account from the drop-down menu to view
      • type of form
      • lodgment status and due date
      • document ID number
       
    • select Lodge next to the relevant activity statement
    • select Edit to complete each section of the activity statement for each tax registration listed
    • select the reporting period – quarterly or annually
    • complete mandatory fields, then select Save and continue
    • select the declaration then Lodge.

    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 returns due dates
    • progress of tax returns received by us
    • details of previously processed income tax returns
    • copies of each years notice of assessment.

    To view:

    • select a client
    • select Lodgments then Income tax
    • at Not lodged, 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 01/01/2010
      • 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 view a list of lodged reports as well as lodge and amend your client's Taxable payments annual report (TPAR).

    Note: When lodging a report you can't save and continue, if you need to leave the report you can submit what has been recorded at any time.

    View or amend

    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 will be listed with the assessment, lodgment date and receipt id, you cannot view the details of the lodged report
    • select Lodge/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.

    Lodge

    To lodge:

    • select a client
    • select Lodgment then Taxable payments annual report
    • at Not lodged
    • select Lodge next to the relevant report
    • 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 payers trading name, but if you are the contact you can enter your contact details
    • select Add
    • 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 payees 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 – 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.

    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 for your individual clients when they are 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.

    Note: This function is currently only available for individual clients.

    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.

    See also:

    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)
      • PAYG income tax instalments
      • STP – View income statements.
       

    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.

    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
      • Share scheme details will need to be added 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 either
      • Release the money from your superannuation 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.

    See also:

    Division 293 election

    You can view the available elections and the election history. There are two 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.

    See also:

    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.
      Last modified: 16 Sep 2019QC 54079