To list the tax forms for:
- all your clients, click All clients then click Compliance on the top menu bar
- one client, select a client from your client list, then click Compliance on the top menu bar.
If any forms in the old view have a status of In Progress, you'll need to complete them in the old view. To switch back to the old view, click Back to the old system.
The Compliance page gives you different ways to find and view activity statements and tax returns.
The page might look a bit different depending on whether you're viewing one client or all clients.
|Filter the compliance list using:|
|Search||Type the name of a client. You'll only see this option if you're viewing all clients.|
|Period||Select a reporting period from the drop-down. Select all periods or a specific financial year.|
|Type||Select the type of tax form from the drop-down. To show all forms, select All.|
|Reset||Clears any filters to show the full list of forms.|
|Filter by status:|
|B||All unlodged||Shows any forms that haven't been lodged.|
On the Compliance page:
|In progress||Being prepared.|
|In review||Being reviewed by a manager or a partner.|
|Ready for client review||Approved by a manager or partner. Locked and ready to send to the client.|
|Pending signature||It's been sent to the client to review and sign.|
|Ready to lodge||Signed by the client and ready to lodge.|
|Rejected||Rejected by the ATO.|
|Failed to load||The ATO pre-fill failed and we can’t load the form.|
|Lodged||Successfully lodged to the ATO.|
Click the sort icon () to sort by:
|C||Client name||You'll only see this column if you're viewing all clients.|
|Period||All years or a financial year.|
|Compliance type||The tax form type.|
|Lodgment due||The due date of the tax form.|
The status of the tax form.