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1. ScheduleSchedule a time to download your activity statement lodgment report |
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2. Pre-fillPre-fill and validate your forms |
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3. Pre-lodgePre-lodge checks with the ATO |
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4. LodgeLodge forms to the ATO |
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Overview
- From MYOB Tax version 2018.1 or later, you can lodge activity statements via PLS.
- PLS allows you to pre-fill your forms with ATO data and pre-lodge them.
- Pre-lodging saves time on data entry.
- Data accuracy is checked against the ATO's records in real-time.
- Lodging the activity statements uses the same process as lodging the tax returns in PLS.
Check out our PLS webinar to learn about the new workflow
Click the chapters icon and select Chapter 7 Activity Statement Obligations Home Page.
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Anchorschedule schedule
1. Schedule
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Schedule the activity statement lodgment report (in the Agent Reports homepage)
The activity statement lodgment report (ASLRPT) lists all the outstanding activity statement obligations for your agents.
You need to schedule a time to download the ASLRPT. It's best to schedule it overnight, say between 10 pm and 7am.
When you've scheduled the daily report for an agent, you can view it on the Activity Statement Obligations (ASO) homepage.
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Pre-fill and validate an activity statement (
onin the Activity Statement Obligations homepage)
- After downloading the ASLRPT, you'll see a list of your clients' outstanding activity statement obligations on the Activity Statement Obligations (ASO) homepage.
- To create an activity statement click the client's name. See Creating activity statements in the obligations homepage.
- When you create an activity statement from the ASO homepage, it's pre-filled with ATO data. See Which fields are pre-filled in activity statements?
After pre-filling, you can check the data in the form, then validate and complete it.
UI Text Box type note Because the ASLRPT lists all outstanding activity statements for all tax obligations from 2015 onwards, you can prepare activity statements for any period using the current year of Tax.
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3. Pre-lodge
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Pre-lodge the activity statement (fromin the Activity Statement Obligations homepage)
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Related topics
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Activity statement form types in PLS Creating an activity statement for a client not on the obligations homepage Lodge by agent and lodge by client option |