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Updating the return status level

Australia only

Using status levels you can track the progress on completing and lodging returns. You can update the status level of a single return or a batch of returns.

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titleTo update the status level of a single return
  1. Click AO-GS-Button-Tax.png on the MYOB AO toolbar. The Tax — Client Search page opens.
  2. Highlight the return you want to update.

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    There is no need to open the return.

  3. Click Update Status under Lodgment on the Tasks bar. The Lodgment Update window opens.

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    Alternatively, with the return open, select Lodgment > Update > I P T C F forms then select Single Return and click OK.

    On the Lodgment Update window today’s date is shown. If required enter a different date.

  4. From Status drop-down select the status you want to apply to the return.

  5. Click OK.

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titleTo update the status level of a batch of returns
  1. Open an existing return. See Opening an existing return.
  2. Select Lodgment > Update > I P T C F forms. The Lodgment Update window opens.
  3. Select Batch under Selection.
  4. Click OK. The Batch Lodgment Status Selection window opens. The Date text field shows today’s date. If required enter a different date.
  5. From the Status drop-down select the status that will be applied.
  6. Click OK. The Select Returns for Update window opens.
  7. Highlight and click Select to add returns to the batch. A AO-GS-Icon-GreenTick.png appears beside each return included. These will be updated to the same status and date.
  8. Click OK.
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