| Viewing the return status level Australia only
The status levels of returns can be viewed on the: On these pages the Status column displays the status level of each return. You can: Sort the display in alphabetical order by clicking on the Status column heading. Click again to reverse the order. Use the grey bar at the top, the Group bar, to group the returns. For example, drag the Status column heading to the grey area to group the returns by status.
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| title | Tax — Client search page |
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| - Click
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- The Tax — Client search page opens.
- To filter the table for returns with a selected status use the first row of the table.
For example, type In progress in the first row of the Status column and press [Enter] to view returns that are In progress. Click |
 Image Removed Tax returns tabThe Tax Returns tab on the Client page provides access to the client’s tax returns and other associated information including the Status and the date of the last status update. This page provides return processing tasks and a summary of certain Lodgment and Assessment information applicable to the Income year selected. Validation File: This column displays the validation report name produced by the ATO for the transmission that included the return when it was lodged. Returns lodged as paper returns will indicate ‘manually updated'. To update your database with the validation file name after lodging a return, select ELS Reports from the Tasks bar to view the validation report and select to update the status of the return. @@author added for 2014.1 | UI Expand |
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| title | To open the Client page > Tax Returns tab |
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| - Search your client records and open the Client page for the client whose tax returns you are interested in.
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From the Tasks bar you can select: Create Return — create a return of main return types C, F, MS, P, T, I Create Activity Stmt — run the wizard to create an activity statement Return Properties — view and edit the Customising Return Properties Validate — run the Interactive Validation Summary [F3] Estimate — run the detailed Tax Estimate [F4] for Form I or Form C Print — generate a document of the printed return Amend — steps to create About Amending Returns Lock/Unlock — run the utility for Unlocking and Locking Returns.
Tasks bar offers these options for lodgment processes: Select for ELS Output — open the Tag for ELS dialog to select returns to added to the Output file for transmission to the ATO. Update Status — select to change the status of the Main Return Types. Assessment Details and Letters ELS Reports — this opens the ATO Reports list downloaded for processing which includes ‘Updating the status from an ELS Validation Report’. This task will populate the Validation File numbers for returns lodged via ELS. @@author added in 2104.1
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