Returns

HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

HTML Wrap

class	col span_3_of_5

Access: Select Lodgment > Other Reports > CU Lodgment Report.

UI Text Box

type	note

The Client Update (Form CU) allows tax agents to communicate to the ATO changes pertaining relating to income tax and activity statement details for individuals and entities on the one form.

Tax identifies Form CU for individuals with the code 'cui' and for entities with the code 'cue'.

The Lodgment Report CU may be used to produce a listing, with statistical summary, of CU forms on the Tax ledger (attached to Individual, Trust and Company returns).

The listing reports one line per form including:

Return code
TFN (this may be excluded by setting the Print Options appropriately)
Status
Status Date (this is the date the status shown was attained)
Partner code
Manager code
Name appearing on the return

UI Expand

expanded	true
title	How to prepare the report

Click Lodgment > Other Reports > CU Lodgment
Select the report options:
- Sort by: The sort option determines the sequence of the report. The default is to prepare the report in Return code sequence.
- (AE) Letter Layout: The default layout is LodgCU which prepares the listing with the statistical summary. By choosing an appropriate layout combined with the Report Type 'letter' one page per CU form suitable for writing letters to clients will be produced. This field is available for this report if using the letter layout: #61 - Status.
- Report Type: The default is listing.
  (AE) Change the report type to E for Letter and combine this with an appropriate layout to produce one page per CU form.
Click OK to proceed to preview or print the report or both.

HTML
</span>

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

(AE) Return Fields (A101 - A199)

(AE) Front Cover Fields (C101 - C180)

How to Preview a Report

Other Reports

Page tree

Versions Compared

Old Version 2

New Version Current

Key

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Returns

Activity Statements

Forms and Schedules

Using MYOB AE/AO Tax