The Compliance page lists all the activity statements and tax returns for your clients, letting you manage all your forms in a single place.

Here's what you can do:

• View the forms for one client or all your clients.
• Filter to restrict the forms listed and find forms quickly.
• Check the status of the forms to track your work
• Add or delete activity statements and tax returns.
• Export the list in to Excel to help with reviewing.

View all clients or a single client

To view tax returns and activity statements, click Compliance on the top menu bar.

• For all your clients, select All clients on the sidebar
• For one client only, select a client name on the sidebar.

Filter the list of forms

The filtering options are slightly different when selecting a single client or all your clients.

• From the single client view, you can filter the forms by Period and Type.
• From the All clients view, you can use filters to search by a particular client, Partner, Staff member, Family group, Period, and Type.
  
  

To clear all filters, click Reset.

Check statuses

The status column shows the different statuses of your tax return or activity statement. This is a good way to keep track of their progress through the workflow.

Add and delete forms

• Click Add form to add a new activity statement or a tax return.
• Click the ellipses at the end of the line and select Delete to delete a tax return or activity statement.
• Click Back to the old system if you want to complete any FBT returns.

Export to a spreadsheet

Want a handy way to make and share notes and comments while reviewing? You can export compliance and contacts data together into an XLSX file to open it in Microsoft Excel.

Exporting is done from the Compliance page, so you can filter which compliance data is exported. For example, filter and export tax returns or activity statements for each partner or staff member to check their work.