The Lodgment Statistics report allows you to determine the percentage of returns lodged on time under the Database Analysis of Tax Return Lodgments section of the report in Access HandiTax.
The report uses the dates entered in the Client's Tax Form Details window under the Latest Date and Lodged to report returns lodged on time.
Log in to HandiTax.
Go to Reports, Client, Lodgment Statistics report.
Highlight your tax agent and click Enter.
It reports on I, P, T, C, F and MS returns, and where applicable FBT returns (this section only displays where you have at least one FBT form created) and excludes amendments.
The reason that amendments are excluded is that the report is determining whether the original returns have been lodged on time and amendments do not have a due date.
Notes:
The legend to the report explains how the figures are generated.
The returns lodged on time assume that if the return is lodged on the latest date, it is on time.
The Returns not used in the Calculation are all returns with no Latest Date, i.e. field is blank.
The figures and calculations are based on the information contained in your HandiTax database and not the ATO's database.