Follow these steps to schedule the ASLR:

1. Select Schedule Report from the tasks bar or select Agent Reports from the Tax button drop-down. The Agent Reports homepage displays.
2. Select the relevant agentin the Agent field.
3. Select Activity statement lodgment report and click Request/schedule report. The Schedule Agent Report window displays:
   
   
   
   
4. Select a time from the schedule time drop-down, then click OK. The schedule ATO Report screen displays:
   
   
   
   
5. Click OK. The grid is updated with a status of Report Requested and the scheduled time.
6. Repeat steps 2–6 for all required agents.

After the ASLR has been downloaded, the system will automatically retrieve pre-fill data including DIN, period start, and period due.

When the pre-fill data is received, the status changes from Pre-fill Pending to Pre-fill Ready, and the Client Name changes to a hyperlink. Select the hyperlink to create an activity statement for the latest tax year. If a return does not exist for the client, you'll be prompted to create one.

We recommend that you pre-lodge activity statements to the ATO as part of completing the form, and prior to sending the form for signature. Pre-lodge will:

• Check the integrity of the data against ATO validation rules
• Check data against ATO records
• Allow you to correct data before sending the form for signature, thus avoiding delays in processing
• prevent data from being changed automatically by the ATO
  If you don't pre-lodge, the ATO can change data based on an edit test – See Error code CMN.ATO.AS.EM060 <Label]>was reported as <supplied value> and will be corrected to <tax office value>.

If the pre-lodge passes ATO validation checks, the Pre-lodge status changes to Pre-lodge passed.

If the pre-lodge fails ATO validation checks:

• the Pre-lodge status changes to Pre-lodge rejected
• the Pre-lodge Rejection report menu becomes enabled.
• Click Pre-lodge Rejection report to view the validation errors, and take the appropriate action.

Warning messages have been added to [F3] validation in Tax indicating if a form has not been pre-lodged or has failed pre-lodge.

• Client Name — the name on the client’s income tax return. To open an activity statement click the Client Name.

  If the name is greyed out, it means there is no pre-fill information available. Click the Refresh button in the Tasks bar to update the grid when the Report Status is Pre-fill ready and enable these links.
  For some environments, you may need a current year tax return to create an activity statement. See Creating a current year tax return for more information.
  If an activity statement already exists in Tax, you'll be asked if you wish to pre-fill with data from the ATO. You can overwrite the existing data by pre-filling, or you can keep your existing data.

• Client Code — click the Client Code to open the Client page.

• Agent Number — the agent reference number relevant to the activity statement.

• DIN — the Document Identification Number for the activity statement. Each Activity Statement for the taxpayer must have a uniqueDIN, unless it is a revision. Each revision must contain the original DIN.

• Form Name — the description of the activity statement.

• Period Start — the start date for theperiod which the activity statement covers.

• Period End — the end date for theperiod which the activity statement covers.

• Status — the current status of the activity statement which can be Pre-fill Pending, Pre-fill Ready, In Progress, Sent for Signature, Lodged, or Paper Only.

• Exception — shows any issues or scenarios that may have occurred during the request or pre-fill process.

• Frequency — the frequency of the Activity Statement (Monthly, Quarterly, Annually). Retrieved from the ATO and pre-filled.

• Date Due — the date the activity statement is due to be lodged. This date is the official due date which is closest to the Period End date.

• Pre-lodge Status — the status of the pre-lodge which can be Not requested, Pre-lodge passed, or Pre-lodge rejected.
• ABN
• Partner
• Pre-lodge Rejection File

• Statement Type — defines the type of statement in terms of the Form being used.

• TFN

The Statements summary is shown in the bottom left of the homepage. It shows the number of statements in the grid.

A current year tax return is required to create an activity statement.

1. Click the Client Name link for a client that doesn’t have a linked tax return.
   The Create Activity Statement window appears.
2. In the Base Return Type field, select the appropriate entity type.
3. If required, select Mark Income Tax Return as Not Required. This updates the Return Required property on the tax return to “Not required”.
4. Click Yes to generate a tax return for the current year.

A pre-filled tax return is displayed. The tax return is added to the client, with a status of “Not started”.