Monitoring return filing statistics

The Filing Statistics page provides a quick way to:

• monitor the filing of returns throughout the practice

• help ensure you achieve your 100% filing targets by the end of the financial year.

The statistics are calculated for a selected tax year and include:

• % Filed — the number of filed returns as a percentage of the total returns due to be filed in the selected tax year

• Filed — this shows the number of returns with a status of filed

• Unfiled — this shows the number of returns still to be filed

• Total Due — this shows the total number of returns to be filed for the selected tax year based on the number of clients with the Return required flag ticked on their Client page Tax tab.

The total statistics for the entire practice are calculated and displayed at the bottom of the table.

The statistics do not include clients that:

• have return type PTS

• are not required to submit a return for the selected tax year

• has First return year set to a year later than the selected tax year

• do not have an extension of time

• have been sent an L letter or D letter

OR

• are closed.

Opening the Filing Statistics page

Select Filing Statistics from the drop-down menu on the Tax button in the toolbar. The Filing Statistics page opens.

By default the filing statistics for the previous tax year are displayed and calculated for each Agency.

To calculate statistics for different groupings

You can also calculate filing statistics for partner, manager, agency and return type groupings. To do this:

1. Select any combination of the checkboxes at the top of the page.

2. Click Calculate.

The information displayed is updated to show:

• columns for each of the checkboxes you selected

• filing statistics calculated for the groupings indicated by the values in each row of the table.

To calculate statistics for other tax years

1. Select the required year from the Tax Year drop-down at the top of the page.

The statistics for the selected year are loaded.

To compare the displayed statistics to the previous tax year

1. Select the Last year comparison checkbox at the top of the page.

The statistics for the previous Tax Year are displayed at the bottom of the page.
If you are viewing statistics for the current tax year, the statistics are calculated for the partial year up to, and including, today’s date. When the comparison statistics are generated, they are calculated for the same date range in the previous year, so that an accurate comparison is displayed. For example, if you display the statistics on 24th November of the current year, the comparison statistics will be calculated up to and including the 24th November for the previous year.
If you select a prior year in the Tax Year drop-down and compare these to the year before, (e.g., 2012 to 2011) the full years statistics will be displayed.
This means that the statistics shown for the previous year are different when displayed in the last year comparatives section than when that year is selected from the Tax Year drop-down.

Related topics

Client Page Tax tab

Finding tax clients that have missed a payment

Working with IRD Data downloads

Working with Agencies