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This report enables you to review the status of the current company statement received for companies which you manage as a partner or agent of the practice, within a specific review period.
You can identify the companies that have not received a statement by the expected due date and the companies for which you should receive a statement in the immediate future.
- Select Reports > Corporations > Company Statement Status report from the main menu. The Company Statement Status Report window opens.
Enter the Company statements received or due from dates (dd/mm/yyyy), or select the dates from the drop-down calendar to specify the review period to be reported.Both dates are mandatory, and you can enter any date range in the past or future. You can select a maximum reporting period of 12 months.
Under Select Corporations, select one of the following search options:
Option Description All Corporations This default option displays all corporations in the system. Corporations for Agent Select an agent from the drop-down list. Agents are listed in surname order. Each agent’s name is presented in the format of given name, surname. For example, Smith, Jane. If this option is selected, only corporations for the selected agent will be included in the report. Corporations for Partner Select a partner from the drop-down list. Partners are listed in surname order. Each partner’s name is presented in the format of surname, given names. For example, Dane, Roger. If this option is selected, only corporations for the selected partner will be included in the report.
- Deselect Only show corporations that are managed by the practice, if necessary.
Under Select Status of Statement, select one of the following search options:
Option Description All statement statuses
This default option displays all statement statuses.
Corporations that have not received a statement by the annual review date Only companies with a review date within the specified review date period that have not received a statement will be included in the report. Corporations that have a statement with status Select the following statuses as required:
Statement received (this is selected by default. You can deselect this option if necessary).
Changes to be notified
Changes from lodged
Statement received back back from client
- In the Sort by drop-down list, select to sort the report by: Corporation Name, Corporation Code, ACN, Review Date or Statement Status.
- Click OK. The Company Statement Status report, with all companies that match the selected report criteria, displays in the order selected.