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CU Lodgment Report

Access: Select Lodgment > Other Reports > CU Lodgment Report.

The Client Update (Form CU) allows tax agents to communicate to the ATO changes relating to income tax and activity statement details for individuals and entities on the one form.

Tax identifies Form CU for individuals with the code 'cui' and for entities with the code 'cue'.

The Lodgment Report CU may be used to produce a listing, with statistical summary, of CU forms on the Tax ledger (attached to Individual, Trust and Company returns).

The listing reports one line per form including:

  • Return code

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

  • Status

  • Status Date (this is the date the status shown was attained)

  • Partner code

  • Manager code

  • Name appearing on the return

How to prepare the report
  1. Click Lodgment > Other Reports > CU 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 LodgCU which prepares the listing with the statistical summary. By choosing an appropriate layout combined with the Report Type 'letter' one page per CU form suitable for writing letters to clients will be produced. This field is available for this report if using the letter layout: #61 - Status.

    • Report Type: The default is listing.
      (AE) Change the report type to E for Letter and combine this with an appropriate layout to produce one page per CU form.
  3. Click OK to proceed to preview or print the report or both.
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