The steps to complete the tax return.
Finalise data entry and validate, review and approve a tax return
Tax return workflow
Tax returns and activity statements are grouped by different statuses:
Status | Description |
|---|---|
Not started | Tax returns/Activity statement that has been created but you haven't started working on it. |
Non-lodgable | This status only applies to a non-lodgable BAS (it's locked so you can't edit it). You don't need to lodge these forms unless you're varying the ATO calculated instalments. |
In progress | You're working on the activity statement or tax return. |
In review | Your work is being reviewed, either by a manager or a partner. When finished, approve the form to update the status to Ready for client review. |
Ready for client review | A manager or partner has approved the form. It's now locked and ready to send to the client. |
Pending client signature | You've asked the client to review and digitally or physically sign the form, and are waiting for them to approve it. |
Rejected by client | The client rejected the form. Click the link to find out more in the client task details. |
Ready to lodge | The client signed and approved the form, and it's ready to lodge. |
Processing lodgment | You've lodged the form to the ATO and we're waiting for a response. No action required. |
Rejected | The ATO rejected the form. Check the rejection code and fix the data. Re-validate and lodge the form. |
Failed to load | The ATO pre-fill failed and we can’t load the form. |
Lodged | Successfully lodged to the ATO. |