Lodgement Dashboards 2023

These unique workbooks will put you in complete control of your lodgement obligations.  The data can be loaded in just a few minutes and your dashboard will show all lodgement information for income tax returns and activity statements as well as a ranking of staff performance to see who may need help.  The package includes the following 2 Excel files –

  • Lodgement Manager – Returns for 2023
  • Lodgement Manager – Activity Statements Outstanding

Warning: these files are not compatible with Microsoft Excel versions 2019 and earlier.

OR

Subscribe Now

To access all of our content
$1,295.00 P.A. for 5 users!
Monthly plans available

Description

Both Dashboards

  • Unlimited use within your practice
  • All updates to files after purchase
  • Import ATO lodgement report
  • Quickly import practice data using a wizard
  • Dashboard loaded for a full analysis
  • Staff can view their own data
  • Drill down to see actual returns or BAS
  • Analyse using up to 3 user-defined levels
  • Optionally import client contact details

Returns

  • Summarise returns by entity type & status
  • Lodgement peformance by practice & entity type
  • Due date analysis
  • 85% on time projections
  • Lodgement summary for the prior 3 years

BAS

  • Summarise by entity type or period
  • Due date analysis for all activity statements
  • See top 20 clients outstanding by number
  • View outstanding lodgements by responsibility (practice, client or lodge if varying)

Dashboard Preview

Watch Our Videos

Site Tour
Visit our YouTube channel