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Client reports

Last updated 3 October 2023

You can view and download client reports including pre-filled reports and pre-generated 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

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.

You can also view our View and print Single Touch Payroll income statement video.