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  • Reports and forms

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

    Find out about:

    See also:

    Reports

    You can access most pre-fill, on demand and pre-generated 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
    • income tax lodgment status on demand report can be filtered by        
      • All clients
      • Not lodged
      • Lodged
      • Not necessary.
       

    The following reports are not available:

    • YTD excise revenue product summary report (2015–17)
    • correspondence preference report
    • mass marketed scheme investors list (6 June 2003)
    • senior Australian tax offset (April 2002).

    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 File transfer 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    
      • ELS password reset
      • Lodgment deferral
      • Request for replacement cheque form
      • Tax practitioner complaints
      • Private ruling application
      • Lodge an objection
      • Submit further information for lodged private ruling/objection
       
    • enter the required information select the Declaration, if required, and then Submit
    • to submit another form from the confirmation screen, select Return to forms.
      Last modified: 19 May 2020QC 54079