• Requesting and retrieving reports

    Request a report

    How you request reports will vary from one software package to another – you will need to refer to your software user guide.

    If you are a preparer, you will need to ask us to generate the activity statement and income tax client lists on your behalf.

    Example: Request form – solicited report

    RR tax agent request form

    How to answer the questions

    Type of request

    Request for report?

    Request to change unsolicited report status?

    Request to nominate an ELS primary transmitter number?

    Y

    N

    N

    Select the type of report you require

    Type of solicited report

    CL

    CS

    AS

    Client lists

    Client statistics

    Activity statement client list

     

    Type of client list

    A

    B

    C

    Current year lodged

    Current year not lodged

    Lodged, not lodged, not necessary

    If requesting an IT client list, you must select the type of client list - A, B, or C

    Type of unsolicited report

    DL

    ER

    OM

    OL

    Do you want to receive this unsolicited report?

    Due lodgment report

    EFT reconciliation Statement

    Activity statement summary report

    Activity statement lodgment report

    N

    Do not complete the grey areas

    Nominate an ELS primary transmitter number
    Bank account details

    • BSB number
    • Account number
    • Account name

     

    Example: Request form – unsolicited report

    RR tax agent request form

    How to answer the questions

    Type of request

    Request for report

    Request to change unsolicited report status?

    Request to nominate an ELS primary transmitter number

    N

    Y

    N

    Select the type of report you require

    Type of solicited report

    CL

    CS

    AS

    Client lists

    Client statistics

    Activity statement client list

    Do not complete the grey areas

    Type of client list

    A

    B

    C

    Current year lodged

    Current year not lodged

    Lodged, not lodged, not necessary

    Type of unsolicited report

    DL

    ER

    OM

    OL

    Do you want to receive this unsolicited report?

    Due lodgment report

    EFT reconciliation statement

    Activity statement summary report

    Activity statement lodgment report

     

    Y

    Select the type of report you require.










    To revoke the request, type 'N'

    Nominate an ELS primary transmitter number

    Bank account details

    BSB number

    Account number

    Account name

    Only provide bank account details if you are requesting an EFT reconciliation statement

    Retrieve a report

    Depending on the size and number of outstanding reports, your system could remain in 'receive mode' for several minutes before allowing you to transmit returns.

    A file containing a report will have the name RPTttrr:

    Find a report on your computer

    After you have downloaded the reports, the data will be available on your system. To find where the reports are stored on your computer, go to:

    • Start
    • Find or Search (depending on the version of Windows)
    • Files or Folders
    • enter RPTtt* (where tt denotes the report type) in the Named box
    • select My Computer in the Look In box
    • select Find Now.

    Or

    • Windows Explorer
    • Tools
    • Find
    • Files or Folders
    • enter RPTtt* (where tt denotes the report type) in the Named box
    • select My Computer in the Look In box
    • select Find Now.

    This should display all the ELS reports stored on your computer for the specific type searched. You should go back into your ELS software to view the reports using the location you just found. Contact your ELS software provider for instructions on how to view reports using the ELS software.

    Previous and current reports with the same name

    Due to naming conventions, a newly downloaded report may have the same name as a previously downloaded report. This occurs when unsolicited reports of a particular type for different income years are delivered on the same calendar day of the income years in question.

    Example

    An EFT reconciliation report that was delivered on 4 May 2013 would have the same name as a report delivered on 4 May 2012 – RPTRS124.

    If the report for 4 May 2013 was still stored in your software, and a report of the same name is downloaded in the current year, your software may rename one or both of the files to ensure the file names are unique (for example, RPTRS124_1 and RPTRS124_2). In this situation, you could open the report for the wrong year by mistake.

    End of example

    How the ELS software manages this situation differs from product to product – refer to your software user guides to ensure you are looking at the report for the correct year.

    Accidental deletion of downloaded reports

    The ELS provides a level of backup by saving copies of some of our business system reports on the gateway, once your computer successfully receives them. You can then retrieve them at a later time if necessary.

    If you accidentally delete (or cannot locate) a report, refer to your software user guide for advice on retrieving previously downloaded reports.

    Even though you may find it preferable to use this facility than to submit an additional report request and wait for a day to receive it, you should only do so if your software supplier recommends it to recover lost data – in particular for unsolicited reports.

    However, we cannot guarantee that a report can be retrieved in this way. In fact, for some reports, the nature of the information we provide may dictate that no copy is kept on the gateway once you receive it. Also, the number of report copies kept, and the time they are kept, may vary from one report type to another.

    Last modified: 24 Nov 2015QC 43572