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Document Status Definitions A status is displayed for each document listed in a Business tray. As you work on a document its status will change to reflect its current state of progress. The table below describes each status possible for each tray. |
| Tray | Status | Description |
| In Tray | New | Each document you collect from the ATO will initially have a status of New. The status will remain New until you open the document or import data into the document. |
| In Progress | The status of a document
will automatically change to In Progress when you:
The status will remain In Progress until you confirm that the document is Completed (see below). | |
| Completed | The status of the
document will be changed to Completed once it has
been opened, checked for incorrect inputs and closed. Only documents
with the status of Completed can be moved to the
Out Tray and sent to the ATO.
To change the status of a document to Completed, first check the document for errors. |
|
| Out Tray | Ready to Send | All
documents that you have moved to the Out Tray will have a status of
Ready to Send.
Documents will remain in the Out Tray with the status Ready to Send until you send them to the ATO. If you wish to make changes to a document in the Out Tray, first move it back to the In Tray. The document will appear in the In Tray with a status of Completed. |