Get started

HTML Wrap

class	section group

Requesting a digital signature Complete the following fields in the Request signature dialog

digital signature

Digital signatures can only be requested if the client has a portal. Learn how to create a portal

Open the form and click Request a signature.
Complete the following fields:
- Assign to – this is the name of the contact person at your client's business
- Title – this is a subject line that can include the type of BAS form and period
- Description – a message that requests a review and signature from the client. This is pre-filled with default text that includes the details of the
- form – you can edit this text if you want to.
- Due date.
Click Request a signature at at the bottom of the dialog.
This sends the return to the client. The message "Return has been successfully , and the form will be sent to the client for signature" displays at the top of the form.
When you receive the signed return from the client, the message "Signature received. Return is ready to lodge" displays at the top of the form.

Requesting a manual signature

Note that the approval task that's created for the client will inherit the default “send as” and “notify” settings that are set up in the client’s portal.

To request a manual signature

Open the form and click Request a signature.
Click Request manual signature at the bottom of the dialog.The message "This return has been sent for manual signature. When you receive the signed return, click on Mark as signed" displays at the top of the form.
The status changes to Pending signature to show that you've sent the return to the client.
Click Download at Click Download at the top of the form.
This creates a PDF of the returnform. Save the PDF file to your computer.
Send the PDF to your client by either email or post, or by handing it directly to them.
Request the client to review, sign and send the return form back to you.

HTML Wrap

class	col span_3_of_5

Australia only

Once you've

completed the

added, filled in and validated a form,

the process of approving the return involves several

here are the next steps:

Finalise the return, so that the ATO can do a pre-lodgment check
Requesting a signature from the client
Marking the return as signed when the client approves the return
Lodging the return with the ATO for assessment.

Each stage has options that become available for actions, which can be selected in the Finalise button at the top right.

Under each return listed on the Tax page is a note that shows the status during the approval process. When you initially create a return, the status is shown as "In progress". When you send a return for approval, the status changes depending on the stage of the approval process. The approval of returns goes through the following stages.

Click Finalise at the top right of the form.
The button changes to Finalising... while the return If the return is rejected by the ATO

, and the form status will change to Completed.

If the form is rejected, the message "ATO has rejected the return" displays at the top of the form. There will be a list reasons why the return was rejected – you'll need to edit those fields to correct the errors.

Click

on the

Edit

button

at the top right of the form

to correct any validation messages.
When you have corrected all the problem fields identified by the ATO, finalise the return

, make the required corrections, then finalise it again.

UI Expand

title	Finalising a return

Anchor

finalise

UI Expand

expanded	true
title	Finalise the form

Finalising a form will send it to the ATO for a pre-lodgment check.

Open the form and click Finalise. The button changes to Finalising... while the form is being sent to the ATO

for validation

.

When the return has been

When it's sent, the message "Return has been sent to the ATO for validation" displays at the top of the form

.

UI Text Box

type	note

Click Request signature at the top right of the form.Before you can lodge a completed form, you need to get the client’s approval. This can be a manual signature, where the client physically signs a paper form, or electronically, where they give their approval online with a ‘digital signature’.

If you’ve set up a portal for a client using MYOB Practice, you can either request a digital signature, or download a PDF of the form for the client to sign manually. If the client doesn’t have a portal, they can only sign the form manually.

UI Expand

title	Requesting Request a signature

Anchor

request_signature

UI Text Box

type	note	tip

Learn about setting up portals to receive digital signatures: Watch the video
See how your clients can use their portal to collaborate with you and approve forms: Watch the video

To request a

signature from a client, there are two options, depending on whether they have a Client Portal:

client has a Client Portal set up – see Request a digital signature
client does not have a Client Portal – see Request a manual signature.

Anchor

digital_signature

Anchor

manual_signature

UI Expand

title	Marking the return as signed

Anchor

mark_as_signed

Mark a form as 'signed'

After requesting a signature, you’ll need to wait for them to digitally or manually sign the form before you can lodge it.

For digital signatures: When the client approves the form in their client portal, you don’t need to do anything to acknowledge the approval - the status of the form will automatically change to Ready to lodge. You’ll receive an email notifying you that the client has approved the form.
For manual signatures: When your client has signed the

return,

form, you need to open it and click Mark as signed at the top right of the form.

This changes the status to

The button will change to Lodge, and the status of the form will now be Ready to lodge.

UI Text Box

type	note

If your client wasn't happy the client rejected the form (for digital signature process) or refused to sign the returnform, you'll need to go back and edit it.open it, click Edit, and make the necessary changes. You can then resend the form for approval.

Click Lodge at

UI Expand

title	Lodging Lodge the return

Anchor

lodge

form

After you receive the client’s signature, you can lodge the form with the ATO.

to Lodged

Open the form and click Lodge at the top right of the form.

The Lodge dialog displays.
Click Lodge at at the bottom of the dialog.
The button changes to to Lodging... while while the return form is being sent to the ATO.
When the
return
form has been sent,
the message "... has been lodged with the ATO" displays
a message will display at the top of the form
ans the status is set to Submitted.

If the ATO rejects the return, the message "ATO has rejected this Activity Statement" displays at the top of the form and the status is set to Rejected.

When the ATO accepts the return, the message "ATO has accepted this Activity Statement" displays at the top of the form and the status is set

to let you know it’s been lodged with the ATO, and the status of the form will change to Submitted.
UI Text Box
type tip
You can track the status of each form on the Compliance page.

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	purplemagenta
title	Related topicsIn this section

HTML Wrap

class	sidebarlinks

Adding a return

Using the Tax page

Children List

	FBT returns - AU
	FBT returns - AU
depth	10
page	Preparing FBT returns
first	10

Image AddedMYOB Practice home

Page tree

Versions Compared

Old Version 9

New Version Current

Key

digital signature

To request a manual signature

To request a

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Get started

Clients

Client files

Tasks

Documents

Tax