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XX Lodgment Report

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

The Standalone Family Trust election (xx) Lodgment Report may be used to produce a listing, with statistical summary, of XX forms on the Tax ledger (attached to Fund and Trust returns).

Alternatively, to produce one report per XX form, suitable for writing letters to clients select Reports > Letter and the appropriate letter layout.

The data reported includes:

  • Return code

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

  • Partner code

  • Manager code

How to prepare the report
  1. Click Lodgment > Other Reports > XX 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 LodgXX which prepares the listing with the statistical summary. By choosing an appropriate layout combined with the Report Type 'letter' one page per XX form suitable for writing letters to clients will be produced.

    • Report Type: The default is Listing.
      (AE) Alter the report type to E for Letter and combine this with an appropriate layout to produce one page per XX form.

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