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  • Income tax

    You can view details of your client's income tax history and the progress of their tax return.

    The status and outcome of the return is updated in real-time.

    You can view:

    • tax returns that have not been lodged
    • progress of tax returns received by us
    • details of previously processed income tax returns
    • copies of each years notice of assessment.

    To view:

    • select a client
    • select Lodgments then Income tax
    • at Not lodged, due and overdue lodgments will display with the due date or 'No tax returns are due at this time'
    • select History to view the following details        
      • tax returns from 2009–10 onwards. Information from 2004–05 will also appear if the returns were lodged after 01/01/2010.
      • assessment type
      • status – will show the progress of the return. See Checking the progress of a client's tax return for more information about the different stages and reason messages
      • outcome
      • view details
      • notice of assessment for individuals.

    Note: If a tax return is lodged early, before the end of the financial year it is for, it will not display in the history until after 30 June.

      Last modified: 24 Jun 2019QC 54079