Refer to payment options in the client level accounts summary to check the correct activity statement and income tax instalment PRN for non-ABN clients. Refer to your excel help search for instructions on how to use this function by searching import csv. When the data has loaded, select Close and load to add the data into an Excel workbook.Set the data type detection to Do not detect data types.Choose the downloaded report csv file and select Import.Select Data menu > Get data > From file > From text or csv.If the data is not imported it could provide incorrect PRNs and result in misallocated payments. To ensure the PRN displays correctly you will need to Download and then Import the csv file into Excel. Outstanding activity statements on-demand report is providing incorrect payment reference numbers (PRN) for activity statement and income tax instalment for non-ABN clients when opened in excel To confirm the registered agent linked to the account, refer to the client level menu ‘profile’ and then select Maintain authorisations. RANs in the activity statement outstanding lodgment report may display incorrectly. Outstanding activity statements On-demand report may provide an incorrect registered agent number (RAN) for some clients scroll to ‘Income tax lodgment status report’ (current year + previous 3 years).The income tax lodgment status report (current year + previous 3 years) will display the status of your clients not lodged, lodged and not necessary Income tax returns including AMIT returns. If the trust return does not appear as outstanding under the ‘not lodged’ tab, you can confirm lodgment has been processed by reviewing the income tax account transactions. Lodged attribution managed investment trust (AMIT) tax return, not appearing under the income tax ‘history’ tab On-demand income tax lodgment status report missing middle initial in client's names for sole traders and individuals Phone 13 72 86 Fast Key Code 3 2 2 to confirm your clients WPN. Outstanding activity statement on-demand reports return an incorrect withholding payer number (WPN) for some clients On-demand activity statement outstanding lodgment report not displaying valid withholding payer numbers (WPN's) To obtain your client list data use Advanced search or View client list. On-demand income tax lodgment status report missing clients that don’t have due lodgmentsĬlients not obligated to submit tax returns, are no longer included in this report.įor more information go to Client list. If you need further support, contact the technical helpdesk on 1300 139 373Įnsure you have at hand details of the problem, internet browser and anti-virus and anti-malware software you are using. Your anti-virus and anti-malware software may also require exceptions specifically for External Link
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