Understanding the dashboard
The Income Tax Lodgement Dashboard is a tool designed to keep you informed about the status of your lodgements. It displays key information like submission statuses, upcoming deadlines, and lodgement history in one easy-to-navigate interface. This dashboard improves efficiency by allowing firms to stay on top of multiple lodgements and ensure timely, accurate submissions.
Why is it important?
The Income Tax Lodgement Dashboard allows you to:
Ensure tax returns are lodged on time, avoiding penalties and legal issues.
Keep clients informed and reassured by managing deadlines and lodgement statuses effectively.
Streamline the process, allowing your firm to manage multiple submissions without missing key dates.
Explore the Income Tax Lodgements Dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
What are Total Lodgements? How is it computed?
Total Lodgements is the count of Tax Returns your firm has worked on or currently working on.
It represents the total count of Income Tax Lodgements.
How does the dashboard determine if the Job is already Lodged?
The dashboard identifies a job as lodged if its status is marked as "Filed" or "Archived."
What does "Not Started" mean?
A status of "Not Started" indicates that the Tax Return has not yet been initiated within the XPM. Essentially, it means the work has not begun on the relevant tax filing.
What is Due as of End Date?
This represents the total count of Income Tax Lodgements that are due on or before the latest available date.
What is the basis for Lodged on Time measure?
A Lodgement is considered "On Time" if it is completed before the set due date.
Can I select multiple Tax Years?
No, the Tax Years slicer allows only single selection at a time.