Lodging tax returns

When your client has approved you to lodge their return and you have a signed copy of the tax return, you can lodge it to the ATO.

Prerequisite

  • The tax return has no validation errors present
  • The tax return status has been updated to Ready to Lodge
Click here to watch a demonstration video on how to lodge a tax return.

To lodge to the ATO

  1. Open Onvio Tax and select Lodgment.

  2. On the Lodgment page there are two options:

      • Ready to Lodge: this page displays tax returns that have been marked as signed and ready to lodge
      • Lodged: this page displays returns already lodged, including the lodgment status


  3. When you are ready to lodge the tax returns that are displayed, select Lodge on the Ready to Lodge page.
  4. To view the status of the lodged tax returns, go to the Lodged page. You may need to select Refresh to update the list and the status of the lodged returns.


Once a tax return is lodged, you'll receive:

  • Lodgment report - this report will automatically be saved to the client folder
  • Onvio notification - when the tax return is lodged, and whether it was accepted or rejected

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