This allows you to plan your lodgment program and later report on the number and percentage of returns lodged against the budgets you have set.
You may nominate:
the date by which returns should be lodged;
the type of returns, either I, P, T or C, F
what percentage of returns of a specific level must be lodged by the date shown, (for example, 50% of level 4 returns).
Lodgment tables and budgets can be edited to suit the user's needs, at any time. All levels except level Q data entry in the lodgment screen are driven by what is entered in these tables.
Date: This is the target date by which you want to have the returns lodged. Enter the date in the format DD-MM-CCYY.
The default Date Due in return lodgments is generated from the first date the return's ATO level is 100% due, in budgets.
Form: Select the form types to be included in the report from the list of the available options: I, P and T forms, or C and F forms.
% Lodged: Enter the percentage of returns in classifications LOD1, LOD2, LOD3 and All, for example, 100% of level LOD2 returns. You may bypass a level by click [Enter].
LOD3 - LOD9 are used for substituted accounting periods.