Do you have clients who lodge their own activity statements, but you'd like to view and potentially update their activity statements?
In the activity statement obligations homepage:
- Click Lodge by Client in the tasks bar to mark a client who lodges their own activity statements. This will set all outstanding and future obligations for the client as Lodge by Client.
- Click Lodge by Agent to mark that you will lodge the client's activity statements.
By default, all obligations are set to Agent.
Add the Lodge by column in the field chooser to be able to display the list of obligations by client or agent. This setting is just so you can filter your homepage to help you monitor your activity statement work.