Do not delete this page - MYOB Practice navigates to it from within the product
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.
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.
|A||Status||Displayed on the top left of the page. It automatically updates as you progress through the workflow.|
|B||Next step buttons|
Displayed on the top right of the page. Click a button to proceed to the next step.
On the Compliance page:
On the Transaction processing page, Not started also appears for:
|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.|
|You're working on the activity statement or tax return.|
|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 client||The client rejected the form. Click the link to find out more in the client task details.|
|Ready to lodge||The client signed and approved the form, and it's ready to lodge.|
|Processing lodgment||You've lodged the form to the ATO and we're waiting for a response. No action required.|
|Rejected||The ATO rejected the form. Check the rejection code and fix the data. Re-validate and lodge the form.|
|Failed to load||The ATO pre-fill failed and we can’t load the form.|
|Lodged||Successfully lodged to the ATO.|
Next step (buttons on the top right of the page)
What happens when I click a next step button?
|Unlock||The 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.
|MYOB Practice checks the data against the ATO records. Fix any errors and send them for a review.|
|Send for review||The status changes to In review. This is just an indicator; you may need to ask someone in your practice to complete the review.|
|Approve all||The review is complete and approved internally.|
|Send to client||MYOB 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 & signed||You're confirming that the client has approved and signed the form.|
|Lodge to the ATO||Sends the form to the ATO.|