Tax Assistant

Returns not in the lodgement queue

Review the following:
  • Make sure you've set the return status to signed.
  • Make sure the agent reference number in Options matches the agent number in the tax return; otherwise, it's likely missing.
Software Assistant will only include tax returns in the lodgement process if their agent reference number matches the one entered in the User section of Software Assistant’s Options. To verify:
  1. Open Software Assistant’s Options.
  2. Make sure the agent reference number in the tax return (at the bottom of the consent page) matches the one used in Software Assistant’s Options.