Activity statement obligations homepage

https://help.myob.com/wiki/x/QFTnAQ

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This feature is available if you've installed version 2018.1 or later.

To open the Activity Statement Obligations homepage, select it from the Tax button menu.

The homepage enables you to:

download your list of activity statement obligations from the ATO
download pre-fill data
create activity statements
pre-lodge activity statements for PLS.

You must have PLS enabled to view and use this homepage. If PLS is not enabled in your software, the link won't be available. See Practitioner lodgment service (PLS) for more information.

Activity statement obligations homepage columns

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 Refresh 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 unique DIN unless it is a revision. Each revision must contain the original DIN.
Form Name — description of the activity statement.
Period Start — start date for the period that the activity statement covers.
Period End — end date for the period that the activity statement covers.
Status — current status of the activity statement which can be Pre-fill Pending, Pre-fill Ready, In Progress, Sent for Signature, Lodged, or Paper Only. See Activity statement obligations homepage for more information.
Exception — shows any issues or scenarios that may have occurred during the request or pre-fill process. See Activity statement obligations homepage for more information.
Frequency — the frequency of the activity statement (monthly, quarterly, or annually). This is retrieved from the ATO and pre-filled.
Date Due — when 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 — can be Not requested, Pre-lodge passed, or Pre-lodge rejected.
ABN — Australian business number.
Partner
Pre-lodge Rejection File
Statement Type — defines the type of statement in terms of the form being used.
TFN — tax file number.
Lodge by — use the filter to show activity statements that only the client or only the agent will lodge.
Company
Dept
Office
Manager
Employee
Family Group

Status

Status	Description
Sent for signature	The activity statement has been sent for signature
Pre-fill ready	Pre-fill data is ready. Click the client name link to pre-fill the data into the activity statement.
Pre-fill pending	Pre-fill data is still being retrieved from the ATO.
Paper only	The form type is not supported by PLS, and can only be lodged by paper.
Lodged	The activity statement has been lodged.
In progress	The activity statement has been pre-filled with information from the ATO.

Exceptions

Exceptions are issues or scenarios that have been detected in an activity statement. These can help you troubleshoot any problems with an activity statement.

Status	Description
No Report	If this obligation is not on the ATO report – for example, if the client is lodging an activity statement themselves, or a new client has entered the practice – this error will appear.
Prefill Error	An error has been detected during the pre-fill process. Click the link to view the error report for details. After resolving the issue, select the row and click Activity Statement > Resend Prefill Request in the Tasks bar.
Report Pending	Activity statement has been lodged, but the report hasn't been updated. When the update has been received from the ATO, this will be updated and removed from the grid.
No Client	No client is associated with the report. To resolve this, add a new client on the Contact page. The system will automatically associate the activity statement to the new client.
No Return (Series 6 & 8)	An associated tax return was not found. Create a tax return manually, then create the activity statement.

Activity statement obligations homepage tasks bar

Task	Description
Schedule Reports	Opens the Agent Report homepage where you can schedule the activity statement obligations report for each agent
Single Request	Click Single Request to manually add obligations that are missing in the homepage. See Creating an activity statement for a client not on the obligations report for more information.
Pre-lodge	Sends the activity statement to the ATO for data checking. The menu is not enabled when the status is Pre-fill ready. Lodgment of the form must be done from Lodgment Manager
Pre-lodge Rejection Report	The menu is enabled when an activity statement pre-lodge failed ATO checks. Select the menu to open a Rejection report listing the errors.
Resend Pre-fill Request	This link is only enabled when a record contains pre-fill errors (as shown in the Exception column). After fixing the pre-fill error, click Resend pre-fill request and another pre-fill request will be sent to the ATO to complete the process.
Lodge by Agent	Click Lodge by Agent to identify that you will lodge the activity statement on behalf of the client. See Lodge by agent for more information.
Lodge by Client	Click Lodge by Client to identify that the client will lodge the activity statement. See Lodge by client for more information.
PLS Agent Settings	This window shows the registered PLS Agents, and if they are onboarded or not. To access this, click Practice > PLS Agent Settings in the Tasks bar. An Agent is onboarded if they have a green tick under the Authorised column; otherwise, they will have a red cross. Onboarding an unauthorised agent To onboard an agent that hasn’t yet been authorised, click Authorise and follow the onscreen prompts. See Registering multiple ABNs for more information.
Update status	The status of the activity statement can be set to ‘lodged’ or ‘not lodged’. Activity statements that are ready for lodgment will show a green tick.
Print PDF	A PDF of the Activity Statements is printed for the client or clients you select. The FACS Print job has the Tax Office copy PDF attribute selected. Refer to Print tax form options.