In Tax, users can request a list of activity statements from the ATO for a selected entity. From this list, users can create Activity Statement forms prefilled with data from the ATO.
Log in to Tax.
Click the document icon next to the client.
Complete the following fields:
Tax Agent.
Authentication Code.
Activity Statement Status.
Date Range.
Click Request List to send the request to the ATO via SBR. The requested activity statements will be listed in the table.
From the table produced, select the required activity statement(s).
Click Create to prefill the activity statements, then press X to close the window.
Back on the client list window, click the activity statement to review prefilled data.