The ATO defines lodgment budgets, as the date by which returns of each tax level must be lodged. This routine is used to set targets for the tax practice so that a lodgment program can be planned and maintained. | UI Expand |
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| title | To access Budget Maintenance |
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: | Click Lodgment > Budget Maintenance and select: Select New and complete the Date and Form types that pertain to this new table of budgets. Click OK to add the new table to the Budget Index. Highlight an entry in the Budget index and click [Enter] or Properties to open the table for editing. If this is a new table there will be no budgets recorded, or Delete an existing option. Highlight the entry and click Delete.
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When setting the budgets the user nominates: the date by which returns should be lodged the type of returns involved, for example, I, P or T what percentage of returns of a specific level must be lodged, for example, 50% of level 4 returns
Related topicsBudgets Data Entry Back to Reporting from Tax Budgets Data EntryThis allows you to plan your lodgment program and later report on the number and percentage of returns lodged against the budgets you have set. You may nominate: the date by which returns should be lodged; the type of returns, either I, P, T or C, F what percentage of returns of a specific level must be lodged by the date shown, (for example, 50% of level 4 returns).
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| Lodgment tables and budgets can be edited to suit the user's needs, at any time. All levels except level Q data entry in the lodgment screen are driven by what is entered in these tables. |
TableDate: This is the target date by which you want to have the returns lodged. Enter the date in the format DD-MM-CCYY. | UI Text Box |
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| The default Date Due in return lodgments is generated from the first date the return's ATO level is 100% due, in budgets. |
Form: Select the form types to be included in the report from the list of the available options: I, P and T forms, or C and F forms. Percentages% Lodged: Enter the percentage of returns in classifications LOD1, LOD2, LOD3 and All, for example, 100% of level LOD2 returns. You may bypass a level by click [Enter]. | UI Text Box |
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| LOD3 - LOD9 are used for substituted accounting periods. |
Related topicsATO Statistics Performance Report Progress Report Back to Budget Maintenance | 
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