Batch Update Lodgment Status
On the main menu select Client, Update tagged clients details, Lodgment Status.
Click the Lodgment Status tab to update the lodgment status of the tagged returns.
Example: You may want to change the status from "Ready to Lodge" to "Lodged" and enter the date they were lodged.
3. Update Status - select this check box to update the status of the selected tax returns.
4. Status of return - select the new tax form status.
Note: To update the tax form status, you must (a) select the Update Status check box and (b) complete the Status of return field.
5. Date Lodged - If the selected tax forms have been lodged, tick Date Lodged, type the date on which they were lodged. Where forms remain unlodged, leave the date lodged field blank.
6. Date Assessed - If you have received ATO Notice of Assessment letters from the ATO in relation to the selected tax forms, enter the date on which the ATO assessed the tax forms. Where you have not received assessment notices, leave the date assessed field blank.
Note: If the selected tax forms have different assessment dates, we recommend that you record details of the individual assessments, using Client, Assessment Notice. This will allow you to record the individual assessment dates against each tax form.
7. Click OK to update all the selected tax forms with the details entered.