The status column shows the different statuses of your tax return or activity statement. This is a good way to keep track of their progress through the workflow.
Status
Description
All unlodged
Lists all tax returns or activity statements
Not started
Tax returns or activity statements you haven't started working on.
In progress
Tax returns or activity statements that you're currently working on.
In review
Tax returns or activity statements to be reviewed by yourself or someone in your practice.
Ready for client
Tax returns or activity statements reviewed, approved, and ready to send to clients
Pending signature
Tax returns or activity statements sent to the client and awaiting their signature.
Ready for lodge
Tax returns or activity statements are all approved, signed, and ready to lodge to ATO.
Rejected
Tax returns or activity statements have been lodged to ATO and were rejected.
Lodged
Tax returns or activity statements are lodged successfully to ATO
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.
The export displays data in the columns as they appear in MYOB Practice (and any filters you've applied). You may also see some data displayed differently. For example, the Period field in MYOB Practice will display as Period start and Period end columns in Excel.
You can export all the data from this page or use filters to customise the data you want.
To use filters when exporting data:
Select All unlodged if you want to export all the compliance forms. To export the forms for certain statuses, select the one you want. For example, Ready to lodge, Lodged.
Select the name of the Partner or Staff member from the drop-down.
Select the Export (XLSX) button located on the top right of the Compliance page. The XLSX spreadsheet file is downloaded to your browser's download location, using the file name format YYYY-MM-DD_MYOB_ComplianceList.xlsx.