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  • Client 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)
      • PAYG income tax instalments
      • STP - Income tax statement

    Note: Reports can also be accessed from Reports and forms.

    To view:

    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.

      Last modified: 29 May 2019QC 54079