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This table shows where to find tax data for your clients and provides links to further information.

Clients Tax Data

Location

More Help

List of returns

Tax - Client Search page.

Click AO-GS-Button-Tax-small.png.

Tax - Client Search page.

Client Tax Return data

Tax Returns tab on the Client page.

Click AO-GS-Button-Contacts-small.png and search for and select the client. 

Tax Returns tab (Australia)

List of returns due for lodgment

Returns Due for Lodgment page.

Select Returns Due for Lodgment from the AO-GS-Button-Tax-small.png button menu.

Monitoring tax preparation.

List of company / funds tax payable

Company / Funds Tax Payable page

Select Company / Funds Tax Payable from the AO-GS-Button-Tax-small.png button menu.

Monitoring tax preparation.

Activity Statements

Select Activity Statements Due from the AO-GS-Button-Tax-small.png button menu.

Lodgment tracking .

Monthly Lodgment

Select Lodgment tracking from the AO-GS-Button-Tax-small.png button menu.

Lodgment tracking

Lodgment benchmark bar graphs

Select Lodgment benchmark from the AO-GS-Button-Tax-small.png button menu.

Lodgment benchmark .

 
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