How to run a report to check tax lodgment status for all the funds in Class.
Navigate to Business Level > Periodic Processing > Tax Lodgment Console
- Select "All" from the drop-down menu in the Lodgement field
- Select the Financial Year
- Set the number per page to 300 to show all the funds on one page
- Click on 'Export' to export the report to Excel
- Filter/sort the columns in the Excel report to check the lodgment status
Refer to our Knowledge article for instructions on How to generate a report showing lodged income tax returns and lodgment date.