APS has the following on-demand reports that can be requested from the Tax Agent Console.
ITCRPT - Income Tax Client Report (On Demand)
ASCRPT - Activity Statement Client Report (On Demand)
ASLRPT - Activity Statement Lodgement Request (On Demand)
EFTRS- EFT Reconciliation Statement (subscribe)
EFTRS- EFT Reconciliation Statement (Unsubscribe)
MAT- Manage Trust Account (Add/Update)
MAT- Manage Trust Account (Remove)
Refer to Reports - ATO to learn more about these reports.
Steps to create SBR Tax Agent Reports
In the Tax Agents Console.
Click on Agent Forms.
Click on Manage Request.
Select the report you would like to request for the Tax Year.
Selecting any report will display it in the Agent Forms list. Users can request more than one report at a time.
The Date Downloaded will be updated once the report is received.
To lodge the Agent Report Request
Go to Batch Processing.
Select the form.
Click Apply to lodge.
The form types will have the same name in Batch Processing and will be ready for lodgement.
As the lodgement does not get the report instantly, users will have to select the button Retrieve Pending SBR Reports in Batch Processing to retrieve any available reports from the ATO. This process might take a few hours to a day.
Once the report has been received, you can view the new report in Standard Reporting by selecting the respective report and view.
Users can view old ELS reports received in Standard Reporting under ELS Reports.