Issue

How to amend an Annual Return where there are two lodgment submissions and the latest one has been Rejected/Failed.

Background

There are two or more Annual Return submissions and the latest submission was rejected or failed.

In this case, the Amend Return button is greyed out and cannot be selected on the Tax Return Submission page.

Resolution

To resolve this issue, you need to update Section A, Item 5 in the Annual Return form in the financial in which the return is being amended.

Navigate to the Fund level > Periodic Processing > Browse Tax Lodgments

1. Click on the financial year whose tax return will be amended
2. Click on Resubmit Return button
3. From the pop-up window, click on Latest Tax Finalisation
4. Click on Annual Return form
5. Update Section A, Item 5

Refer to User Guide FAQ - How do I amend SMSF Annual Return in Class for more information.