Status of any form in the ATO systems is now available from within LodgeiT Forms Dashboard -


Outcome of Assessment  

  • Outcome of Assessment OoA,  Status and filter - including Variance incase of mismatch between Assessment and Estimate or Sent to Client in case of auto-sent.
  • Visibility over the values in the estimate versus values in the NOA. (NOTE - Same feature will allow users to compare comparative year values in forms for 2021.)
  • Outcome of Assessment Settings - Allows forms to be auto-emailed to clients.


Customise Outcome of Assessment

Top right of your LodgeiT interface, select gear wheel and select  "Settings". 

*click here to learn more about Notice of Assessment

Then press "Outcome of Assessment"



FAQ:

Q: If I select the "review" button and accept the amendment, what changes in the return?


A:  Accepted review can be cancelled at any time. And it changes nothing except status itself.

You can amend the tax return to lodge amended data. How to Amend a Tax Form