How do I manage my clients' activity statements?¶

Practice Tax is the cross-client view of everything you lodge with the ATO. Instead of opening each client one at a time, you see every activity statement and its status in one list.

Open Tax in the practice sidebar. It's part of the premium practice tools, so it needs an active Accountant Practice plan.

Before you can lodge anything, your practice ABN and Tax Agent Number must be saved — see How do I set up my practice details for ATO lodgement?

The three tabs¶

All — every lodgement across your clients in one list.
BAS / IAS — activity statements only, grouped by period.
Client Update — changes to your client–agent relationships at the ATO.

All and BAS / IAS share a Status: filter with All statuses, Not started, Draft, Overdue and Lodged. Use Filter by client to narrow the list to one client. When there's nothing to show you'll see No lodgements yet. or No BAS/IAS data found for your clients.

The Client Update tab uses its own vocabulary — All, Completed, Pending and Failed — and its empty state reads No client updates submitted yet.

Bringing statements in from the ATO¶

Step 1. Click Sync from ATO.

Step 2. Choose what to pull with the Show: filter — Outstanding, All or Lodged.

Step 3. Pick the client you want to sync. Their activity statements are fetched from the ATO and appear in the list with their due dates and status.

Due dates come from the ATO, not from myaccountant, so they always match what the client sees in their ATO account.

Working on a client's statement¶

Click a statement in the list to open it. From there you prepare, validate and lodge it exactly as a business would — see How do I lodge my BAS? and How do I revise a lodged BAS?.

Creating a statement manually¶

If a statement hasn't synced from the ATO yet, you can create it yourself.

Step 1. Click Add New → Activity Statement.

Step 2. In New activity statement, pick the Client, then set Period start and Period end.

Step 3. Choose the Form type. The list covers the quarterly and monthly BAS variants, the annual GST return, the consolidated activity statement, and the IAS instalment notices — for example BAS A — Quarterly BAS (GST + PAYGW + PAYGI), BAS G — Monthly GST, BAS U — Annual GST or IAS I — Instalment Activity Statement (PAYGW only).

Step 4. Create it, then add the Document ID and use Prefill from ATO to load the label values.

Client updates¶

Add New → Client Update lodges a change to a client–agent relationship with the ATO. You choose an Action (Add or Remove), the Client type (Individual or Non-individual), and an Identifier type — TFN, ABN, WPN, ATO Ref or Excise ID.

Income Tax client-level relationships use the TFN. To use one of the other identifiers, add a row under Tax account relationships; submitting with an empty list creates a client-level relationship only.

Every client update carries a declaration. Tick Declaration to sign it with the credentials you logged in with, then use Validate to check it without lodging, or Submit to send it.

Remove needs the exact relationship start date the ATO holds. Use the list of existing relationships to pick it rather than typing it from memory, or the ATO will reject the request.

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