• Using portal reports

    There are two types of reports available.

    • On-demand reports provide information current at the request time
    • Pre-generated reports provide historical and current information for your clients. We update these regularly.

    You can choose to view a report list relevant to a selected client or all clients of your practice.

    On-demand reports

    On-demand reports provide up-to-date information about your clients. Once requested, the report should be available for download overnight.

    If you have a small client list, it may be ready within a couple of hours. However, delays may occur at peak times.

    The on-demand reports available are:

    • Income tax lodgment status report – shows whether your clients:
      • have lodged
      • have not lodged
      • are not expected to lodge income tax returns for the current financial year and the three previous years.
       
    • Outstanding activity statement report – lists all outstanding activity statements for your clients for the current financial year and the previous three years.

    Pre-generated reports

    Pre-generated reports are updated regularly. The date the data was refreshed is shown on each report.

    The pre-generated reports available are:

    • client account running balance
    • pay as you go (PAYG) income tax instalments
    • year to date interest summary
    • year to date revenue product summary
    • year to date excise revenue product summary
    • pre-filling report
    • family trust elections (FTE) and interposed entity elections (IEE).
    Log in to the Tax Agent Portal
    Last modified: 03 Jul 2015QC 26656