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  • Lodgment performance summaries

    To help you monitor your on-time lodgment performance, we will send you a lodgment program performance summary.

    We email your annual lodgment program performance summary each July, showing the number of tax returns you have lodged on time during the year and how your performance compares to the previous year.

    In addition, if you have FBT clients attached to your registered agent number on 21 May, you will also receive an on-time lodgment performance summary showing the number of Fringe benefits tax returns you lodged on time.

    Make sure your contact details, including your email address, are up to date to ensure you receive your lodgment performance summaries.

    You can track your on-time lodgment performance online through Online Services for agents. You can also access the Lodgment Performance report through the practitioner lodgment service (PLS). This report will be available on demand.

    When calculating lodgment performance, we will only take into account current year lodgments. For example, to calculate a tax agent's on-time lodgment performance for tax returns under the Lodgment Program 2019–20, we measure only 2019 tax returns.

    We'll take into account any widespread ATO system issues that occur on a key lodgment due date that may affect your lodgment program performance.

    Next steps:

    • To discuss specific questions about how your performance was calculated, phone us on 13 72 86 Fast Key Code 1 3 2, between 8.00am and 6.00pm AEST, Monday to Friday
    • If your client's tax return status is not reflected accurately in the portal, check System maintenance.

    See also:

    Last modified: 01 Jul 2019QC 34618