EFT reports are available on days when amounts are expected to be credited to your trust account. EFT reports may take one day for the ATO to process.
To ensure you can retrieve EFT reports:
In the current year of HandiTax, go to ATO Reports, Manage Agent Trust and Manage EFT Subscription. Ensure both settings are complete.
In the ATO's Access Manager, check that your Agent/User Permissions are set to View Agent Reports.
Check if the ATO has a system outage. In HandiTax go to Help, SBR System Status and PLS Dashboard.
To retrieve the EFT Reconciliation Report, the user will need to:
In HandiTax, go to ATO reports, EFT Reconciliation.
Ensure the correct Tax Agent is selected, enter the credential password then Submit.
Check for issues with lodging the EFT subscription:
In HandiTax, go to Reports, Report Navigator.
Click the ATO Reports tab, Acknowledgement/Error Report.
Click View to preview the report. The status should be Accepted.
Example:
If you have checked the above steps but still no reports are downloading, please contact the ATO to investigate. Provide the ATO with the Transaction ID and Message ID from the Lodgment Information Report.