Not started

The return has not been started yet. This applies to returns when they have not yet been opened for data entry.

Automatic

In progress

When a return is opened for data entry its status will be set to In progress.

Automatic / Manual

Sent for signature

Users can update a return to Sent for signature to indicate that the return has been sent to the client for review and signature.

Manual

Ready to lodge

When a return has been validated, marked as complete, tagged for ELS and selected for output the status will be set to Ready to lodge.

If the completed return is amended the status will return to In progress.

Automatic

Transmitted

The return status is set to Transmitted when the return is transmitted to the ATO but no validation report is received during the ELS session.

To move the return to the next status you must log on to the ELS gateway and pick up the report. If no report is available you must manually set the return’s status to In progress so that it can be transmitted again.

Automatic

Rejected

The return status is set to Rejected when the Validation report received from the ATO indicates that the return was not valid.

When you open the return to resolve the error its status will be set to In progress.

Automatic

Lodged

The return status is automatically set to Lodged when the Validation report from the ATO is opened and indicates the return was valid.

You can also manually set the status to Lodged. For example, you may want to update the status to Lodged when a new client has already lodged a particular year’s return which needs to be amended. In this case you would be required to enter the details of the lodged return and manually updated it to Lodged then amend it.

Automatic / Manual

Assessment Received

Set the return status to Assessment Received when the assessment details have been entered into MYOB AO.

Manual