Access: Select Lodgment > Other Reports > Performance Report. This report lists this statistical information: number and percentage of returns for each type of form. number and percentage lodged to date. total percentage complete.
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| title | How to print the Performance Report |
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| Click Lodgment > Other Reports > Performance. Complete the Record Selection screen to select the range and click OK. Complete the Preview/Print screen to select the output options required for this report. Select the Performance Report options and click OK to prepare the report.
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A series of prompts to determine the details of this report. Office Index: This is relevant only if your tax practice uses office indexes for sorting purposes. Enter the necessary information here or click [Enter] to bypass this field. Date Start: This displays last year's deadline for lodging returns. Click [Enter] to accept the default or edit it if required. Enter the date in the format of DD-MM-CCYY. Date Finish: This displays the current date and can be edited if required. Enter the date in the format of DD-MM-CCYY. Exclude Subsidiaries (Consolidation): All lodgment reports have a checkbox that may be ticked so that the report will EXCLUDE subsidiaries of a consolidated group. | UI Text Box |
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| The checkbox will be unticked initially, as the standard is to include subsidiaries of a group. |
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