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RA 61/62 - Review Date report

Complete this transaction when you want to obtain a report that shows the review dates for the companies you represent, within a specified date range.

A review date request is automatically sent when setting up an agent.

On lodgement of this form MYOB will automatically submit a RA71 data download to ASIC.

To request a Review date report
  1. Select All clients and click Corporate admin on the top menu bar. The Client lodgements page appears.
  2. Click the Agent lodgements button on the secondary navigation menu. The Agent lodgements page appears.
  3. Click the Prepare form button at the top-right of the page.
  4. Click Prepare form in the Review date report row.
  5. Select the agent you want to request the review date report for.

  6. Choose the report period:

    1. Under Report for the select year, quarter or month.

    2. Under Ending at the end of select the month and type the year in the adjacent field.
  7. Select the I hereby declare that I am authorised to request this report checkbox.
  8. Click Lodge form.
To view the Review date report
  1. Select All clients and click Corporate admin on the top menu bar. The Client lodgements page appears.
  2. Click the Agent lodgements button on the secondary navigation menu. The Agent lodgements page appears.
  3. Click the ellipses button for the Review Date report received and choose View documents.
 
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