The page lists all the activity statements and tax returns for your clients.

Manage all your tax needs on one page where you can:

• View the status of the forms for one client or all your clients.
• Filter to restrict the forms listed and find forms quickly.
• Add or delete activity statements and tax returns.
• Export the list in an Excel format for reports. A good way to keep track of different statuses of tax returns and activity statements you need to work on.

Viewing (All clients & single clients)

To view tax returns and activity statements:

• for all your clients, select All clients on the sidebar and go to Compliance > Compliance list.
• for one client only, select a client on the sidebar, and go to Compliance > Compliance list.

Filtering

The filtering options are slightly different when selecting a single client or all your clients.

• From the single client view, you can filter the tax return by period and tax return type.
• From the All clients view, you can use filters to search by a particular client, period, and type of tax return and other options
  For example, To filter by a staff member, select a name from the Staff member drop-down. If you use AE/AO, you'll manage assigned staff from your client's Responsibility tab in AE/AO.

To clear all filters, click Reset.

Statuses

The table shows the different statuses that displays on the page.

 Adding and deleting

• Click Add form to add a new activity statement or a tax return.
• Click the ellipses at the end of the line and select Delete to delete a tax return or activity statement.
• Click Back to the old system if you want to complete any FBT returns.

Export to a spreadsheet

You can export the compliance data to an XLSX file so you can open it in Microsoft Excel.

You can also use filters when exporting data into Excel. For example, filter and export tax returns or activity statements for each partner or staff member to check their work.