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 Important - This article is for the Elite Product range only. Learn more here - www.reckon-elite.com.au

Learn how to subscribe and request Agent reports including Activity statement lodgment report, Income Tax Client Report and EFT reconciliation report.

Activity Statement Lodgment Report

Income Tax Client Report

Activity Statement Client Report

EFT Reconciliation Report

Activity Statement Lodgment Report

Note - This report is an On Demand report, this means you will need to request the report from the ATO, these requests are processed overnight by the ATO, please wait for the following day to retrieve the report. 

Instructions

  1. Go to ATO process > Agent reports > Activity statement Lodgement report
  2. Request the Activity statement Lodgement report
  3. Look at the form type for that client
  4. Create from report

Income Tax Client Report

Note - This report is an On Demand reports, this means you will need to request the report from the ATO, these requests are processed overnight by the ATO, please wait for the following day to retrieve the report. 

Instructions

  1. Go to ATO Processing > Agent Reports > Income Tax Client report
  2. Select your Tax Agent 
  3. Click Request New Report

  • You will receive a report ID and date requested 

To retrieve the report

  1. Go to ATO Processing > Agent Reports > Income Tax Client report
  2. Click Retrieve pending report
  • If the report has been processed by the ATO (overnight) then the report will download 

Activity Statement Client Report

Note - This report is an On Demand reports, this means you will need to request the report from the ATO, these requests are processed overnight by the ATO, please wait for the following day to retrieve the report. 

Instructions

  1. Go to ATO Processing > Agent Reports >Activity Statement Client Report
  2. Select your Tax Agent 
  3. Click Request New Report

  • You will receive a report ID and date requested 

To retrieve the report

  1. Go to ATO Processing > Agent Reports > Income Tax Client report
  2. Click Retrieve pending report
  • If the report has been processed by the ATO (overnight) then the report will download 

EFT Reconciliation Report

Important

  • We have been advised by the ATO that even if agents were previously receiving EFT Reconciliation reports via ELS, they must both re-subscribe via SBR AND update their Trust EFT details before reports will start to be received.  You will only receive reports for transactions processed after these steps were taken.
  • EFT reconciliation reports are only available for transactions processed after the date of subscription. If you require a report prior to the subscription date (Last update field) you will need to request this from the ATO.

Instructions

  1. Ensure that you are using the latest release of Reckon Elite Practice Management. 
  2. Select Agent Reports from the ATO Processing tab.

3. Select the EFT Reconciliation Report tab.

4. Select the required tax agent from the drop down menu, and select Subscribe from the report action.  Click the Update button, and subscription request will be sent to the ATO. 

5. If Agent EFT details already exist in Practice Management, they will appear in the Manage Agent Trust Account section.  If not, you can enter them here.  Click Update ATO to send these details to the ATO.

6. Once subscribed, you will be able to periodically check for a new report from this screen by clicking the Check for new report button.

Related Products: Elite