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Auto-create activity statements

Save time and take the hassle out of manually creating activity statements when you subscribe to ATO reports.

We'll use the available ATO data from the reports to list all the outstanding activity statement obligations for your clients. The activity statements will appear in your Compliance list and they will automatically disappear when it is no longer an obligation.

This means:

  • less manual data entry

  • fewer errors as the data is already pre-filled from the ATO

  • reports downloaded overnight and ready for you in the morning.

Before you begin, make sure:

  • Tick

    you're an administrator,

  • Tick

    an agent is linked to the client and is authorised to lodge activity statements on behalf of your client,

  • Tick

    the client details have an ABN or TFN and matches the client details in ATO Online. Use a WPN if you don't have an ABN/TFN.

Easy to set up!

  • There are some one-off tasks such as Subscribing to ATO reports and selecting the activity statement periods you want to lodge.

  • Selecting the activity statement periods that you are required to lodge will keep the report up-to-date.

Frequently Asked Questions (FAQs)

  • What if I don't know which of the clients lodge their own activity statements?

    If you don't know which of your clients do their activity statements, by turning on Subscribe to ATO reports you'll see their obligations in the compliance list.
    As you lodge the activity statement for the next period, go to their client settings and untick the period they do themselves. This period will then be removed from the compliance list the following day and this setting will remain until you change them again.