ATO Lodgment Checklist
Keeping you on top of SMSF
Intello is here to ensure you’re completing client lodgments in line with the ATO’s performance requirements.
Built around the ATO’s lodgment program framework and best practice, our calendar of tips will help you meet deadlines and metrics for healthy practice management.
If you need help at any time managing your client obligations, contact us.
To Catch Up:
To Do Now:
What Should Be Completed for the ATO By Now...
Keeping on Top of Client Obligations - Tips
You are required by the ATO to lodge 85% or more of your clients’ current year returns by the lodgment program due date.
It’s important to note: any client with lodgment requirements that is connected to your registered Agent Number will be used in the calculation of your lodgement performance.
So it’s important to keep your client list up to date so you’re not penalised for old clients.
Check out these links to see who is currently attached to your registered Agent Number. You can download the list to Excel to edit your client list.
Online Services for Agents:
Practitioner Lodgment Service: