Overview
The Lodgement Status report is now available to prepare. This will display the status of each Annual Return currently validated and awaiting electronic lodgement. The statuses are obtained from the Lodgement Status column in the Electronic Lodgement screen.
Select your lodgement status filter before preparing the report:
| Lodgement Status | Description |
|---|---|
| All | All funds, regardless of financial year and lodgement status |
| Not Prepared | All funds that have not been prepared, regardless of the financial year |
| Prepared | All funds that have been prepared but not yet lodged (including amendments). |
| Lodged | All lodged funds in the current financial year |
The Document Status column refers to the status of a return as outlined in the ATO Forms screen of The SMSF Annual Return.
Document Statuses available:
- Processed
- Validated
- Lodged
- Incomplete
- Lodged (Manually)
- Saved/Edited
- Printed
- Sent to Client
- Assessment sent to Client
- Reviewed by Partner
- Assessment Paid
- Assessment Received
- Sent to Partner
How to Prepare
This report is prepared from the Electronic Lodgement screen.
| Navigate to Connect from the Main Toolbar | |
| Select Lodgement |
Select the Lodgement Status Report.
You have the option to generate the Lodgement Status Report for Annual Returns and PAYG Payment Summaries.
Select the PDF/Excel/CSV toggle, Lodging Party, and Lodgement Status, Reporting Year for the report.
Note: Multiple Lodging Parties can be selected from the drop-down list.
Users can also use the Lodgement Date toggle to filter results within a specific timeframe by entering a Start Date and End Date.
For PAYG, select the form type as well (All, Lump Sum, Income Stream)
Click on Additional Settings to decide what items below to include in the report.
- Entity Name
- Lodgement Status (this will display the Lodgement status of the annual return for the current financial year of the fund. If this is blank, no status exists as no return has been prepared).
- Entity Code
- Lodgement Date
- ABN
- Document Status
- Last Create Entries (CE) Date
- Tax Agent Number
- Last Year Lodged (this is the last year the entity lodged an annual return in Simple Fund 360/Simple Invest 360 and may be different to the fund's current financial year).
- Tax Agent/Lodging Party
- Current Financial Year
- Amount Due/(Refundable): Report will use the data from the SMSF Annual Return, Section D Label S.
The Additional Settings for PAYG.
- Form Type
- Amount
- Tax Withheld
Select Print to generate the report.