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TD Lodgment Report

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

The Trust Details TFN Reporting Lodgment Requirements is a listing, with statistical summary, of TD forms on the file (attached to Trust returns).

The data reported includes:

  • 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 > TD 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 LodgTD which prepares the listing with the statistical summary. By choosing an appropriate layout combined with the Report Type 'letter' one page per TFN report 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 TD form.

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