AU Tax - Access Practitioner Lodgement Service (PLS) Reports directly from the Reports menu
With the change from XPM to XPH I was really hoping that the PLS Reports would be accessible from the Reports menu. As an accounting firm with a trust account for our clients refunds I have always found it frustrating that I have to go into settings to run the daily report. I know it's only a few extra steps but it makes much more sense for it to be listed under Reports, than in Settings.
Thanks for raising this suggestion. Having PLS Reports available under the main Reports menu could make it easier for tax agents and practice teams to access important lodgement and refund information without navigating through multiple settings screens.
For now, you can bookmark the PLS Reports page in your browser for quicker access.
We’ve updated the status to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know how you’d like the reports organised.