Lodgement Dashboards 2024

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 Lodgement Manager – Returns for 2024 and Lodgement Manager – Activity Statements Outstanding.

Warning: this file is not compatible with Microsoft Excel versions 2019 or prior, or the cloud-based version of Excel, or Excel for Mac, or Google Sheets.

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Description

Description

Both Dashboards

Unlimited use within your practice
All updates to files after purchase
Import ATO lodgement report
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
Rank staff by percentage lodged
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
Rank staff by outstanding lodgements
See top 20 clients outstanding by number
View outstanding lodgements by responsibility (practice, client or lodge only if varying)