You can create and attach Client Update forms to update your ATO client list and client addresses for Activity Statements and/or Income Tax forms to all the tagged clients as a batch. You can then immediately lodge the CU forms, via SBR, for all the tagged clients, or you can modify forms attached to individual clients before lodging them.
To create CU forms for a batch of clients:
Tag all clients you wish to create the CU form for.
From the Client menu, select Batch create Client Update forms.
At Select the role level to update, choose Client or Account. See below knowledge article on what each option means.
4. For Activity Statements or Income Tax forms, you can either (1) batch add or delete clients to or from your ATO list, or (2) you can update clients’ addresses. You cannot do both. Choose whichever option you're updating and click OK.
Note: If updating the address to 'Agent Default address', the details come from the address entered under Options, Front Cover Defaults.
5. On the “Attention” window that appears, click OK to lodge the Form CU for all the tagged clients immediately. Click Cancel if you want to modify individual clients' attached Form CUs before lodgment.
If you click OK, the “Lodgment Details” window opens for you to lodge the created CU forms for the tagged clients via SBR.
If you click Cancel, you can select the individual clients' forms and modify them before lodging them.
6. To lodge the forms, on the “Lodgment Details” window, click Create SBR.