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Access Tax - Activity Statement Clients and Lodgments report filtering in Access Tax

Updated this week

Activity Statements Clients

  1. Log in to Tax.

  2. Go to ATO Reports, then click Activity Statement Clients.

  3. Select the Agent, then click Retrieve.

  4. Once you have retrieved your Activity Statements Client list from the ATO, click the filter icon next to the column name for available filters.


Activity Statement Lodgment list

  1. Log in to Tax.

  2. Go to ATO Reports, then click Activity Statement Lodgments.

  3. Select the Agent, then click Retrieve.

  4. Once you have retrieved your Activity Statements Lodgment list from the ATO, click the filter icon next to the column name for available filters.

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