Question: "no outstanding obligations"
Answer: Branch number in the ATO portal and in LodgeiT should always be the same. If not, the user won't be able to pull the AS forms and won't be able to lodge. Once a user changes a client's branch code, all previously lodged activity statements will remain in LodgeiT and new ones. Also, the future activity statements will be harvested with the new branch code.
Note, LodgeiT automatically tries to set the branch code for every new client but it applies only for those ones who have no branch code or the branch code is set to 001 (default). It occurs only once (before first forms pulling) but we can trigger it manually via backend.