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The Lodgment benchmark page provides a bar graph for each agent registration number that is used to lodge electronically by the practice. Each bar graph shows the percentage of returns that have been lodged on-time for the agent concerned and how many returns that agent is required to lodge to meet their 85% obligation.

For the latest information about the 85% on-time lodgment requirement see Lodgment Program Framework on the ATO website.

The ATO and MYOB calculate your lodgment progress for your total current year lodgments using the formula: (@@author current March 2013)

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The Lodgment benchmark page provides these features:

• Drill down from the bar graph to the Returns due for lodgment page to display unlodged returns for that agent. For features and tasks provided that will assist with managing on-time lodgment see Returns due for lodgment (AU).

• The number of returns the agent must lodge to meet their 85% on-time lodgment requirement.

• Select the agents to be shown on the page.

• Select the year to be shown (2013 onwards).

The Lodgment benchmark Tasks bar provides options for one agent at a time:

• Update agent details — This task opens Maintenance > Agent to show the list of agents. See Adding and editing agencies. If your practice only has the Agent setup in Tax under Utilities > Control Record the list of agents will be blank.

If your practice only uses the Agent from the Control Record you need to trigger MYOB AO to populate the Lodgment Benchmark page the first time you use it. To do this, create an agent under Maintenance > Agents using the same details as the Practice Agent. Then update the Return Properties Staff tab of at least one return to use this copy of the agent’s details.

Close MYOB AO then open it again to refresh the display.@@author cannot be released until this is confirmed either way.

• Request ELS client lists — This task creates a Form RR for the selected agent to Request ELS client lists from the ATO. The next time you log on to the ATO your Agent Request will be lodged along with any returns ready for transmission.

• Retrieve ELS client lists — This task downloads client lists previously requested by lodging a Agent Request. Downloads are retrieved for the selected agent.

• Review ELS client lists — This task opens the latest client list (downloaded in the last month) for the selected agent. Select the Client report options to review the client list before updating your data.

To avoid updating your current tax year with a prior year client list, ensure you Review ELS client list and View exception report before using the Update from ELS client list function. @@author added in 2014.1

• View exception report — This task opens the latest Exception Report for preview or printing.

To avoid updating your current tax year with a prior year client list, ensure you Review ELS client list and View exception report before using the Update from ELS client list function. @@author added in 2014.1

• Update from ELS client list — This task involves selecting the Client Report Update Options to overwrite the Return Properties for all returns that are contained in the Client List.

To avoid updating and writing over data for your clients from an incorrect client list, the warning error provided indicates the year. For example:

“This will overwrite the Return Properties and lodgment status for all returns that are contained in this Client List. Ensure that you have a valid Client List for the current Tax year before proceeding.”

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