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Do not delete this page - MYOB Practice navigates to it from within the product

Australia only

You can see the status of each activity statement and tax return you're working on. This makes it easy to see where everything is, and what you need to work on next when you're creating an activity statement or preparing a tax return.

This diagram illustrates how the status automatically changes as you work through your tax form. You can send a form for rework at any stage before you lodge it, and the status changes back to In progress.

Checking the status

When you're working on an activity statement or a tax return, the status displays at the top left of the page and the next step buttons are at the top right.

In the company tax return example below, the status is In review. To proceed you can either click Send for rework or Approve all.

LabelNameDescription
AStatusDisplayed on the top left of the page. It automatically updates as you progress through the workflow.
BNext step buttons

Displayed on the top right of the page. Click a button to proceed to the next step.

You can also see the status of each return that’s due for your clients on the Transaction processing page, right next to their other file details—watch the video and see below.

Status descriptions

Status

Description

Not started

On the Compliance page:

  • For tax returns, you've moved the tax return from MYOB AE/AO to MYOB Practice, but you haven't started working on it.
  • For activity statements, we've created it from ATO's activity statement lodgment report (ASLR), but you haven't started working on it.

On the Transaction processing page, Not started also appears for:

  • upcoming activity statements or tax returns that you haven’t started in MYOB Practice yet
  • in-progress forms in the old BAS system.

Non-lodgable

This status only applies to a non-lodgable BAS (it's locked so you can't edit it). You don't need to lodge these forms unless you're varying the ATO calculated instalments.

In progress

You're working on the activity statement or tax return.

In review

Your work is being reviewed, either by a manager or a partner. When finished, approve the form to update the status to Ready for client review.

Ready for client review

A manager or partner has approved the form. It's now locked and ready to send to the client.

Pending client signature

You've asked the client to review and digitally or physically sign the form, and are waiting for them to approve it.
Rejected by clientThe client rejected the form. Click the link to find out more in the client task details.
Ready to lodgeThe client signed and approved the form, and it's ready to lodge.
Processing lodgmentYou've lodged the form to the ATO and we're waiting for a response. No action required.
RejectedThe ATO rejected the form. Check the rejection code and fix the data. Re-validate and lodge the form.
Failed to loadThe ATO pre-fill failed and we can’t load the form.
LodgedSuccessfully lodged to the ATO.
Next step buttons

Next step (buttons on the top right of the page)

What happens when I click a next step button?

UnlockThe status changes to In progress so you can edit the tax form.
Send for rework

The status changes to In progress to indicate that you're making changes.

Validate

MYOB Practice checks the data against the ATO records. Fix any errors and send them for a review.
Send for reviewThe status changes to In review. This is just an indicator; you may need to ask someone in your practice to complete the review.
Approve allThe review is complete and approved internally.
Send to clientMYOB Practice creates a client task to send the activity statement or tax return to a client for their approval or signature. This can be sent manually or via the client portal.
Client approved & signedYou're confirming that the client has approved and signed the form.
Lodge to the ATOSends the form to the ATO.