Overview
The Lodgement screen provides an overview of all the Documents that can be lodged electronically with the ATO 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 |
- 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.
- The Financial year will filter the table to only display forms processed for the financial year selected.
- Use the tabs to filter whether the forms shown in the table are:
- Returns awaiting lodgement
- Returns lodged
- Rejected returns
- All returns
- 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.
- The search bar can be used to look for specific forms and their lodgement status.
- 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.
This includes:- Whether the report includes Annual Returns or PAYG Statements.
- The File type the report is generated in (PDF/Excel/CSV).
- The Lodging Parties (multiple can be selected).
- The Lodgement Status (multiple can be selected).
- The Reporting year.
- If the lodgement status includes lodged forms, then the lodgement date toggle can be enabled and a period set so that only forms lodged within that period will be included.
- The Additional Settings expands to let the report be further customised. With the option to toggle on or off different fields to include in the report.
- The
allows for the table headings to be enabled or disabled.