Overview
The Document Status Listing lists all the documents saved in the Documents screen for the selected company(s).
The listing report includes document information such as:
- The Due Date for Lodgement
- Potential Late Fee Penalties that may apply
- The Document Status and Date
- The Document Name
Instructions
From the Main Toolbar, navigate to Reports |
Select Document Status Listing Report
CAS 360 will display the Report Filters screen.
Report Filters | Explanation |
---|---|
Report Order |
The order in which the companies will display in the report. |
Agent |
Filter the list of companies on the Agent selected for the company from the General Details screen. |
Report Date | Set a Date to be displayed on the report. |
Document Status Options |
Filter the list of companies based on the status of company documents. Click on a status to hide/display companies. |
Label | Set a Company Label as a filter when preparing the Report. |
Select one or multiple companies, and click