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Once you've completed the form, the process of approving the return involves several 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 is being sent to the ATO for validation.
When the return has been sent, the message "Return has been sent to the ATO for validation" displays at the top of the form.If the return is rejected by the ATO, 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 again.
Click Request signature at the top right of the form.
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.
Requesting a digital signature
- Complete the following fields in the Request signature dialog:
- 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 return – you can edit this text if you want to.
- Due date.
- Click Request signature at the bottom of the dialog.
This sends the return to the client. The message "Return has been successfully 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
- 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 the top of the form.
This creates a PDF of the return. Save the PDF 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 to you.
When your client has signed the return, click Mark as signed at the top right of the form. This changes the status to Ready to lodge.
If your client wasn't happy to sign the return, you'll need to go back and edit it.
- Click Lodge at the top right of the form.
The Lodge dialog displays. - Click Lodge at the bottom of the dialog.
The button changes to Lodging... while the return is being sent to the ATO.
When the return has been sent, the message "... has been lodged with the ATO" displays 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 Lodged.
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