reason

  • they do not appear on noa excel list but are in noa drawer
  • answers could be:
    • TT just lodged it so the excel is not upto date (current, excel is older)
    • green xero tax had marked them as error so you cannot see them on report/excel. therefore, manual check



procedure

  1. get your noa outstanding investigation pile (see previous procedure)
  2. Open hanging file look for
    1. staff Note. you may see a note saying "<staff> see green xero error, but lodged on TAP". this mean staff checked that tr lodged successfully, but staff didnt follow up
    2. Look for printed tax return. If none, print tax return 
  3. Search on green xero tax tab and search tax return name one by one
    1. error status = check the date when it was lodged. 
      1. if it was recent (less then 10 days) put back in noa drawer
      2. if > 10 days, check tap for NOA status manual check (see below)




noa status manual check

  1. Go to TAP (Tax agent portal) > search name or TFN (tax file number)
  2. follow the image below: 1, 2, 3,



  3. Go to Printed Tax return > go to page 3 or 4 for refund page



  4. Compare the number on both page and computer screen are matching


  5. scenario
    1. If matching > make note on hanging file (Date, noaYear,refund received and your name) > to put away in client drawer


    2. TAP said PROCESSING =not ready. put back in NOA drawer and wait. we will check again later.