Lodgment Manager

Monitor the status of each form in real-time throughout the lodgment process. To see if a form has been accepted or rejected, check the status updates in the table. If a form is rejected, select it and click Print validation report to view the response from the ATO.

Each form will show one of these statuses:

A service status indicator displays in the bottom right of the Lodgment Manager homepage. The service status updates every couple of minutes.

The Lodgment Manager homepage supports lodgment of forms completed from Tax 2005 to Tax 2019.

Returns completed in Tax 2004 and prior, or in MYOB AO Classic, can't be lodged using the Lodgment Manager homepage.

Currently, the Lodgment Manager homepage can be used to lodge the following forms:

• All main income tax returns and their accompanying schedules: individual, company, partnership, trust, fund and self-managed superannuation fund

• Client Update – add or remove a relationship with a client (CUREL)

• Client Update – advise date of death or update the legal name of a trust, super fund or partnership (CUDTL)

• Client Update – return not necessary (CURNN)

• Client Update – change of addresses (CUADDR)

• Fringe benefits tax return (EB)

• Formation of a consolidated group (EX)

• Trust details TFN report (TD)

• Trust details annual TFN withholding report (TW)

• Standalone family trust election form (XX)

• Standalone interposed entity election form (YY)

Activity statements are available for lodgment in the Lodgment Manager homepage in the 2018.1 release. Activity statements differ between ELS and PLS with the introduction of new statement types:

• a new activity statement obligations homepage listing your outstanding obligations
• a prefill service
• a pre-lodge service.

Prior year returns

Prior year returns (2014 and prior returns) are still processed in ELS format, even though they are sent via PLS. You may experience a delayed response from the ATO for these lodgments.

For practices that have Completion code validation required selected in the Tax control record, after selecting Ready to Lodge, the Completion Code Validation window displays.

Enter the completion code from the signed declaration for each form. The code entered is validated and a symbol displays indicating if the code is correct.

At the bottom of the screen, there's a running total of how many forms are selected, the number to be completed, and if any have an incorrect code entered.

The OK button is enabled when all selected forms in the Completion Code Validation screen have a valid completion code.

Find a simple filter in the top right corner of the Lodgment Manager homepage. It returns all lodged forms within a specified date range.

To use this filter:

1. Select the Include lodged checkbox.

2. Enter the From and To dates to specify the date range containing the forms you wish to view.

3. Click Apply. The table refreshes with the filtered data.

You can also filter the contents of this table by using the filter row, located in the first row of the table. Filtering can be applied to one or more columns.

For example, you can see all forms lodged yesterday by setting the Status column to “Lodged” in the filter row, and applying the date range filter for yesterday onwards.

The default columns that display on the Lodgment Homepage are:

• Return Name — Name of the client for the return. Click the return name to open the return in Tax.

• Client Code — A unique code used to identify a client. Click the client code to open the client main page.

• TFN — Tax file number.

• Tax Year — Year of the return.

• Form Type — The type of form for the client.

• Status — The status of the form in the lodgment workflow.

You can select additional columns from the field chooser. Right-click on the grid and select Field Chooser to display a list of options that can be clicked and dragged into the required position on the homepage. The available options are:

• Agent — The agent assigned to the form in the Staff tab of the return properties.

• Completion code — The four digit completion code for the return. This column isn't available when Completion code validation required is selected in the Tax control record.

• Date Due — The date the return is due to be lodged, as set in the Return Properties.

• Date Lodged — The date the return was lodged.

• DIN — the document identification number for the activity statement. Each activity statement for the taxpayer must have a unique DIN, unless it's a revision. Each revision must contain the original DIN.

• Employee — The code for the employee assigned to the return in the Staff tab of the return properties.

• Manager — The code for the manager assigned to the return in the Staff tab of the return properties.

• Office — The office location for this return.

• Partner — The code for the partner assigned to the return in the Staff tab of the return properties.

• Payable/Refundable — For main income tax returns, this indicates whether the estimate has calculated if the return has tax payable, an amount is refundable, or $0.

• Return Code — The code of the return. If your practice isn't using Series 6 & 8, this value can only differ to client code if you have Vizpost integration.

• Period From — the start date for the period which the activity statement covers.

• Period To — the end date for the period which the activity statement covers.