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lizbud's avatar
lizbud
Experienced Cover User
2 months ago

Activity statement auto-creation

"If you have clients who lodge their own activity statements, you can remove the statements lodged by your client from your outstanding list of obligations."

What happens if we don't?

I've just been told that (unlike with the activity statement obligations list in AO), having an activity statement on our list to be lodged in MYOB Practice means the client won't receive it.

I don't doubt the person who told me, as they attended MYOB training, but I can't find confirmation.

Grateful for any help!

6 Replies

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  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    29 days ago

    Hi lizbud,

    Thanks for your post. When activity statements appear in the list on MYOB Practice, it indicates that the activity statement form has been created. However, clients will not receive notifications until the form has been reviewed, a copy is sent during the "send to client" step, and it's finally lodged with the ATO during the "lodge" step. For more details, please refer to this help article. Auto-create activity statements, Subscribe to ATO reports (for auto-creating activity statements) and Selecting the activity statements periods for lodgment.

    Feel free to post again, we're happy to help!

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

    Regards,
    Earl

    • lizbud's avatar
      lizbud
      Experienced Cover User
      29 days ago

      Thanks for your reply Earl.

      I don't think I was very clear in my question.

      I have been told that, for clients who do their own activity statements, I need to untick those activity statements in MYOB Practice, or the client will not receive them from the ATO to complete themselves (as it's assumed we're doing them).

      I wanted to check this, as it seems unlikely.

      Also, I do like to see all outstanding activity statements so I can remind clients to do them if they haven't!

      Are you able to clarify please?

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator
        28 days ago

        Hi lizbud,

         

        Thanks for your response.

         

        Please allow me to double check your concern regarding activity statements from your MYOB Practice. I will make a thorough check regarding this to confirm the concern and let me update once I have those information. I appreciate your patience.

         

        Best regards,

        Doreen