YY Lodgment Report

Access: Select Lodgment > Other Reports > YY Lodgment Report.

The Standalone Interposed Entity election (YY) Lodgment Report may be used to produce a listing, with statistical summary, of YY forms on the Tax ledger (attached to company, Fund, Partnership and Trust returns).

The data reported includes:

Return code
TFN (this may be excluded by setting the Print Options appropriately)
Partner code
Manager code

How to prepare the report

Click Lodgment > Other Reports > YY Lodgment
Select the report options:
- Sort by: The sort option determines the sequence of the report. The default is to prepare the report in Return code sequence.
- (AE) Letter Layout: The default layout is LodgYY which prepares the listing with the statistical summary. By choosing an appropriate layout combined with the Report Type 'letter' one page per YY form suitable for writing letters to clients will be produced.
- Report Type: The report type defaults to Listing.
  (AE) Alter the report type to E for Letter and combine this with an appropriate layout to produce one page per YY form.
Click OK to proceed to preview or print the report or both.