Click Lodgment > ATO Statistics and select the return types required:
Complete the Record Selection for the sort sequence and range or this report and click OK.
Complete the Preview/Print options required for this report and click OK.
Complete the ATO Reports screen which differs according to your prior selections.
Click OK to produce the report.
Standard I,P,T and Standard C,F reports are based on the lodgment requirements set up in the Budget Maintenance index. The 'Required' number and percentage for each 'Tax Level' will be displayed when the Report Date equals or exceeds the date and percentage lodged set up in the Budget Maintenance index.
Budget I, P, T and Budget C, F reports are based on the 'date due' entered in the Lodgment Details screen. The 'Required' number and percentage for each level of return will be displayed when the Report Date exceeds or equals the first 'date due' entered in the Lodgment Details screen.
Tax Level: These levels are set by the ATO. The standard I,P,T and Budget I,P,T Reports display the relevant ATO levels allowable for Individual Returns, Partnership Returns and Trust Returns. The standard C,F and Budget C,F Reports display the relevant ATO levels allowable for Company Returns and Fund Returns.
Total Returns: This column displays the returns that fall within the report parameters set in the Record Selection and the ATO Reports options. (See below).
Lodged: This shows the number and percentage of returns that have a status of 'lodged'. This is derived from the returns listed in the Total returns column.
Required: This shows the number and percentage of returns required to be lodged as specified by the Report Date.
For example, in a Standard I,P,T Report the column will list the required amount and percentage of returns required to be lodged by the Report Date (as specified in the ATO Reports screen). The Parameters for the required dates depend on the report selected, that is, Standard or Budget.
Variance: This shows the variance between the Returns Lodged and the Returns Required to be lodged as detailed in the report parameters.
ATO Reports Options
Include Levels: Where applicable, this option refers to the tax levels to be included in the selection criteria for the report. Click [Enter] to leave the field blank and accept all levels. Alternatively, to include specific levels, enter the levels to be included. For example, if you enter the numbers 1 and 5, only these levels are included in the report.
Report Date: This refers to the date by which returns have to be lodged. Today's date will default but this may be changed if required. This field is linked to the dates entered in the Budget Maintenance index. Therefore, the report printed for this date will list according to the information entered for the date (or the closest to it but not past it) in Budget Maintenance.
ELS Agent: If you are an ELS agent, answer [Y] so Tax will report the percentage according to the ELS agent program.
Separate Partner Statistics: Selecting this option causes the statistics to be listed for each partner. Similarly if Separate Manager Statistics is selected.
Totals only: For Standard C, F returns this shows totals for each ATO Lodgment Classification. For Standard I, P, T this shows the totals for each Tax level/classification.
Exclude Subsidiaries (Consolidation): All lodgment reports have a checkbox that may be ticked so that the report will EXCLUDE subsidiaries of a consolidated group.
The checkbox will be unticked initially, as the standard is to include subsidiaries of a group.