TAMS reports

Tax Agent Management System (TAMS) reports

Here you can find out:

• what Tax Agent Management System (TAMS) reports are
• how you can access them
• what TAMS reports are available.

What are TAMS reports?

TAMS reports are available for agents to monitor their client lists and filing performance.

How can you access TAMS reports?

TAMS reports are issued to agents throughout the year. You can also request a specific report at any time.

As an agent, you can request a copy of the AMBR 1000 client listing through our tax agents’ 0800 self-service line. You will automatically receive the AMBR 1002 filing statistics by return type and AMBR 1003 summary of filing statistics for all return types for all years, after the final target date.

If you use E-File, you can display the report on screen and print out the information at any time.

Available TAMS reports

AMBR 1000 client listing - lists all clients linked to an agent and the lodgement dates for all current year returns. We use this report to determine:

• the accuracy of our client-agent links and data
• whether a return is required for the return period specified
• which required returns have been lodged, as a basis for calculating the agent's lodgement performance
• whether a notice has been issued for a current year return.

AMBR 1001 list of all outstanding returns for all years - lists all outstanding income tax returns in the previous four years (not including the current year) for your current clients.

AMBR 1002 filing statistics by return type - provides you with filing statistics by return type, client balance date and extension of time status.

AMBR 1003 summary of filing statistics for all return types - provides you with an overall picture of your performance, in terms of client balance date and extension of time status.

AMBR 1004 listing of unfiled current extension of time year returns - provides you with a summary of all your active clients whose current year income tax returns are required and still unfiled, but not necessarily overdue.

AMBR 1005 provisional tax listing - provides you with a report on a client's provisional tax details for a given year.

AMBR 1006 weekly activity report – provides you with information about your clients who have had an L Letter issued, been linked or delinked and had their EOT withdrawn.  Also lists online financial transfers performed during the period.

 

Date published: 29 Jan 2010

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