Monitoring tax preparation (AU)

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This section outlines different ways you can track and monitor progress on completing and lodging returns. Your options include:

Option

Description

Using Return Status Levels

Use status levels to track the progress on completing and lodging returns. You can set a status on a return to easily see the progress on completing returns. Use status level to group returns so you can conveniently see those returns which are in progress, ready for lodgment or have been transmitted to the ATO.

For further information on using return status levels, see:

Preparing Tax Reports

For further information see Tax reports (AU).

Viewing Tax information within MYOB AO

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MYOB AO provides ready access to Tax information and related tasks without having to print reports.

From the menu, you can select:

Menu Item	Description
Returns Due for Lodgment	This displays those returns which are due for lodgment. See Returns due for lodgment (AU).
Company / Funds Tax Payable	This displays the Company, Fund and SMSF returns and the amount tax payable as calculated by the return. See Company/Funds tax payable.
Activity Statements	This will display all Activity Statements for the current or prior year. See Activity statements.
Lodgment tracking	This displays lodgment statistics in a graph. See Lodgment tracking.
Lodgment benchmark	This provides a bar graph to track the 85% on-time lodgment requirement for each tax agent in the practice. See Lodgment benchmark.

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