The PLS Activity Statement and Agent Reports webinar is now available.
This video covers
- PLS features
- PLS activity statements
- Agent reports
To view specific chapters, click the icon.
Form Type is a mandatory field for activity statements in PLS. Activity statements created before you upgraded to version 2018.1 will not have a Form Type.
To lodge activity statements created prior to 2018.1:
- Navigate to the Activity Statement Obligations homepage.
- Click the client name hyperlink.
- Click Yes to overwrite the data (this will populate Form Type).
- Re-complete the form.
After you have requested for activity statement lodgment report from the agent reports homepage, it can take up to an hour for the obligations to appear in the activity statement obligations homepage.
The activity statement obligations homepage lists activity statements on an agent's lodgment report.
The activity statement homepage shows all activity statements, based on the filter selected.
The following table identifies which homepage an activity statement appears on.
|Status of activity statement:||Activity statement homepage||Activity statement obligations homepage|
|Pre-fill Ready or Pre-fill Pending|
|Manually created but not on the latest lodgment report|
The MYOB SBR Sender Server must be running for the activity statement lodgment report to be downloaded. When you start your computer/server, the MYOB Sender Service starts up and retrieves the latest report from the ATO.
Click the Pre-fill Error hyperlink to view details of the error. Fix the error, select the activity statement and click Resend Pre-fill Request.
Pre-lodge isn't mandatory, however, it performs valuable validation checks as well as checking values based on ATO data (not available in pre-fill).
Fields that can generate the error CMN.ATO.AS.EM060 [Label] was reported as [supplied value] and will be corrected to [tax office value] include:
|5A||PAYG income tax instalment|
|8A||Add 2A + 4 + 5A + 6A + 7 + 7C|
|9||Net amount for this statement (Subtract 8B from 8A)|
|T8||Estimated tax for the year|
|T9||Varied instalment, 9, 8A and 5A|
See Pre-lodge an activity statement for more information.
If the client name shows blank in the activity statement homepage, it means that the ATO have them listed under your Agent number.
- could be in your database but TFN or ABN details might be missing.
- may have been removed from your database but the ATO's records show them listed under your agent number.
|If the client is||To link the client|
|in your database but missing TFN or ABN||Enter the TFN or ABN in the client details|
|current and not in your database||Add them in MYOB with all the relevant details|
If the client is not your current client, you can remove them from the activity statement obligations homepage. See below for instructions.
If you want to delete an activity statement for a client from the activity statement obligations homepage you can:
- Remove the client's obligations by:
- Lodging a Client Update form. See cua – add or delete a client - individuals (PLS CUREL) or cub – add or delete a client – non-individual entities (PLS CUREL)
- Calling the ATO to remove the client from the obligations list.
By following one of above options, the next time the activity statement lodgment report is downloaded, this client won't appear in your list.
- Filter the clients on the homepage by:
- Adding the 'Lodge by' column to the activity statement obligations homepage and clicking on Lodge by Client or Lodge by Agent from the Tasks bar to see the list of obligations. See Lodge by agent and lodge by client option
We're adding a new column Not Required in the activity statement obligations homepage in a future Tax service pack release.
The EFT report is only available for tax returns lodged after scheduling the report in the Agent Reports homepage. If you're expecting an EFT report for tax returns lodged prior to scheduling the report, contact the ATO on 13 72 86 Fast Key Code 312 to get EFT data.
In the Agent Reports homepage, if the date in Last Requested and Last Received fields are the same, then there's no data in the report. We're working to add a message for when the ATO returns an empty report in a future release.
If you see Download error in the Status column, click the red hyperlink to see more information about the error.
|If you see the error||Reason||To fix|
Agent report results have been requested 100 times with no response.
|If the ATO has a scheduled maintenance for more than 2 days or their server is busy.|
Reschedule the report.
|Error downloading the agent report - unauthorised security issue. contact support.|
Reschedule the report