ATO Forms (Workflow Status)
In The SMSF Annual Return screen:
Select Form Status to update the workflow status of the fund's Annual Return.
You can change the workflow status and confirm who last edited the annual return under the Last Modified By column.
Workflow Statuses available:
- Lodged (Manually)
- Sent to Client
- Assessment sent to Client
- Reviewed by Partner
- Assessment Paid
- Assessment Received
- Sent to Partner
Users can click Mark as Lodged under Lodgement Status once the form has been lodged. This will also update the form status to Lodged (Manually).
Users have the option to delete the Lodged status by selecting under Lodgement Status.
The Annual Return will need to be re-validated in order for the status change to appear on the Electronic Lodgement screen.