Creating an activity statement in the obligations homepage

1. To open the Activity Statement Obligations homepage. select it from the Tax drop-down.

   

   For activity statements to display, you must schedule the activity statement lodgment report. See Activity statement obligations homepage (ASO) for more information. 

2. When you've received the pre-fill data, the Status changes to Pre-fill ready, and Client Name becomes a hyperlink. Click the Client Name link to create an activity statement.

   

   If an activity statement already exists for this client in Tax, the software will overwrite the pre-fill information in the existing activity statement. User-input data won't be affected.

   A confirmation message asks if you wish to proceed. Click Yes to proceed and overwrite the pre-fill information with the data retrieved from the ATO.

3. The activity statement is generated in Tax and pre-filled with information retrieved from the ATO. Activity statements are only generated in Tax when the pre-fill information is ready, and when the Client Name link is clicked.
4. To lodge an activity statement, use the Lodgment Manager homepage – see Lodgment Manager.

If you need to create a new activity statement that isn’t in the activity statement lodgment report, create it manually. See Creating an activity statement for a client not on the obligations homepage.