AU Tax - Add automated assessment tracking and status flags for Trust returns
I have a number of Trust clients where we expect an assessment. The ATO takes a LONG time to issue these, so I think it would be good to have a similar Notice of Assessment flag like we do for individuals, so we can see which are still outstanding.
Not all trusts have assessments but we should be able to trigger this by the question on the front page of the return about whether the trustee has tax payable.
Vicki Carlisle
shared this idea
Hi Vicki, we understand how having assessment tracking for Trust returns, similar to NOA tracking for Individual returns, could help monitor outstanding assessments.
We appreciate the suggestion to use existing return indicators, like trustee tax payable, to help surface tracking statuses automatically.
We’ll continue to track the interest and feedback shared here.
