Lodgement Screen

Overview

The Lodgement screen provides an overview of specific documents and their lodgement status across the firm.  

This includes the following Forms:

• SMSF Annual Return
• BAS/IAS
• PAYG Income Stream
• PAYG Lump Sum
• Trust Annual Return
• Company Annual Return
• Family Trust Elections (FTE)

Navigation

From the Main Toolbar, go to Connect
Select Lodgements

Click the above image to expand.

1. The SBR Software ID must be entered into the ATO Portal to allow for electronic lodgement within Simple Fund 360 / Simple Invest 360. If you would like more information on Nominating BGL as the software provider with the ATO, please click here. The ATO tab feature is coming soon.
    
2. The Financial year will filter the table to only display forms processed for the financial year selected.
    
3. The Lodgement Status Report will export the table as a PDF/Excel/CSV. Before the export, a pop-up will be displayed to set the settings of the report. For more information on the Lodgement Status Report, click here.
    
4. Use the tabs to filter whether the forms shown in the table are:
   • Returns Prepared
   • Returns awaiting lodgement
   • Returns lodged
   • Rejected returns
   • All returns
      
5. The Filters above the table allow for only forms related to a specific lodging party to be displayed, and of what type of form(s) to be included in the table.
    
6. The search bar can be used to look for specific forms and their lodgement status.
    
7. The Table View Icon: allows for the table headings to be enabled or disabled.
   These filtered results can then be printed in a report by selecting Export to PDF/CSV:
   

ATO View

The ATO View displays lodgment data downloaded directly from the ATO. It helps users compare the ATO status with the status recorded in Simple Fund 360 and Simple Invest 360.

To access the ATO View, Press ATO in the top-right corner of the screen.

If the ATO status differs from the SF360 or SI360 status for the same form, a warning icon will appear next to the status. Hovering over the icon will show the SF360 status with the message: “BGL status: xxxxx”.

If there are any errors with the ATO Details, an error message will appear.

Click More Details to review the errors.

There is the option to download the error details as an excel spreadsheet.