The Tax Lodgment Console allows you to easily track and manage SMSF lodgments across your entire business.
It shows you which funds have or haven't lodged returns for each financial year the fund was on Class. You can sort and filter the columns and export to Excel.
Navigate to Business Level > Periodic Processing > Tax Lodgment Console
- Search - Allows you to search for funds either by code or name
- Lodgement - Select from either All, Complete or Incomplete
- Tags - Select one or multiple tags that were created at the business level
- Financial Year - Select the relevant year
- Export - Will export the console to Excel
- Code - The code of the fund
- Name -The name of the fund
- Last Period Update - The end date the last period update was processed
- Last Year Lodged - The financial year of the last successful lodgment that was completed
- 20XX Lodgment Status - Green status indicates Manually Lodged and Lodgment Succeeded. Red Status indicates Not Submitted, Submitted to Tax Agent, Lodgment failed and Rejected by Agent
- Amount Due / Refundable - Once the fund has been lodged this column will display the amount due or refundable by the fund (not applicable for manual lodgments)
- Tax Agent - Shows the Tax Agent assigned to the fund
- Lodgment Date - The date the Annual Return was lodged for the current financial year
- Menu icon provides shortcuts to View Fund, View Period Update and View Tax Return
