Issue

The SMSF tax return is showing as lodged on Tax Agent Portal but not showing as lodged in Class.

Is there an option to mark a tax return lodged in Class? 

Resolution

This functionality is currently unavailable, however our Support team can assist with updating the status in Class. In order to facilitate this process, kindly follow the steps below:

Step 1: Get a list of return/s lodged per ATO records

1. Log into the tax portal and take a screenshot of lodgment history showing that the return(s) lodged.

Step 2 Log a support request with below information

1. A list of fund/s and the year/s you would like marked as lodged on Class
2. A screenshot of the ATO lodgment history or printed report