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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.

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titleTo access Budget Maintenance

Click Lodgment > Budget Maintenance and select:

  • Select New and complete the Date and Form types that pertain relate 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.

When setting the budgets the user nominates:

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Budgets Data Entry

Reporting from Tax