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VL0090's avatar
VL0090
20 days ago
Solved

Sending Activity statements to clients

Relatively new to this whole online thing....How do I make sure I'm getting the activity statement to my clients for review using their portal???

online tax
  • AmandaMYOB's avatar
    AmandaMYOB
    20 days ago

    Hey VL0090​ 

    In the Clients page, click on 'Send to client' and click 'Send through client's portal', you'll see the status of the Activity Statement update to Pending client signature once its been sent. After your client signs, you'll be notified and the status will update to 'Ready to lodge'.

     

    Check out this page for more information! Hope this helps.

1 Reply

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    20 days ago

    Hey VL0090​ 

    In the Clients page, click on 'Send to client' and click 'Send through client's portal', you'll see the status of the Activity Statement update to Pending client signature once its been sent. After your client signs, you'll be notified and the status will update to 'Ready to lodge'.

     

    Check out this page for more information! Hope this helps.

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