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Reports

Find out how to view reports, complete pre-filled and pre-generated reports and do on-demand reporting.

Last updated 21 January 2024

Viewing 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's regularly updated.

The reports available are:

  • pre-fill reports for current year and previous financial years, refer to Pre-filling reports 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 have 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.

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Client nominations report

The client nominations report provides a list of pending client nominations relating to client-to-agent linking.

Once this report has been requested, you'll be able to download it in real-time.

The report displays this information

Heading

Description

Client name

Entity namer

Australian business number

Client identifier

Expiry date

Nomination expiry date


Income tax lodgment status report (current year plus 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 this information

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 isn't 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 and 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 don't need to be lodged unless there are variations to the pre-calculated amounts
  • provides agents with visibility of activity statement lodgment reminders for employers – if an employer has been issued a reminder, the report will provide a summary to support agents prioritise any action required
  • 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 this information

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 isn't 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

Reminder issue date

Indicates the employer was issued a lodgment reminder for the activity statement and the date of issue.

Treatment type (Finalised or Unfinalised)

The action the ATO will take at the Expected Treatment Date if the activity statement remains outstanding.

Finalised:

  • Amounts we have on record will be added to the client's integrated account
  • The activity statement will be finalised in ATO systems and considered lodged.

Unfinalised:

  • Amounts we have on record will be added to the client's integrated account
  • The activity statement will remain outstanding. The client must lodge to complete their reporting obligation.

Expected treatment date

Proposed date treatment will be applied.

ATO processed date

Actual date treatment was applied. This will only appear when a treatment type has been applied and the activity statement remains outstanding (Treatment type = Unfinalised). Once an activity statement is finalised in ATO systems, it will no longer be displayed on this report.

 

 

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