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FBT Lodgment Report

Access: Select Lodgment > Other Reports > FBT Lodgment.

The FBT Lodgment report produces a listing, with statistical summary, of EB forms on the system.

The data reported includes:

  • Return code

  • TFN (this may be excluded by setting the Print Options appropriately)

  • Status

  • Date

  • Partner code

  • Manager code

  • Name

How to prepare the report

  1. Click Lodgment > Other Reports > FBT Lodgment 

  2. 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 LodgFBT which prepares the listing with the statistical summary. By choosing an appropriate layout combined with the Report Type 'Letter' one page per EB form suitable for writing letters to clients will be produced.

  • Report Type: The default is listing. In MYOB AE, alter the report type to E for Letter and combine this with an appropriate layout to produce one page per EB form.

  • Click OK to proceed to preview or print the report or both.

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