Help Center

Settings

Settings
  • To access to your account settings and other related common setting services such as:

    • My Account
    • a) My Business
    • b) My Profile
    • c) Security Setting
    • d) Email Setting
    • e) Email Log
    • Lodgment Settings
    • f) M2M Credentials
    • g) ATO Software Nomination
    • h) Rollover
    • i) Setup Intuit SSO
    • My Subscription
    • j) Subscription Details
    • k) GovReports Store
    • l) Invoices & Receipts
    • m) Transaction History
    • n) Recurring Payment Details
    • o) Referral Invitation
    • p) My Vouchers
    • Practice Settings
    • q) Document Management Setting
    • r) Billing Setting
    • s) Invoice Setting
    • t) Notification Setting
    • u) Checklist Setting
    a. My Business
    My Business setting here is for easy access to update changes to your business structure over time.
    To make changes, click on Edit icon and change or update details where applicable.

    b. My Profile
    Change your account status, contact & professional membership details, usernames and or password.

    c. Security Setting
    Add Google Cloud Authenticator to your login option.

    d. Email Setting
    Configure your own emails on GovReports to send reports via emails or digital signature.



    Customise Outgoing email from GovReports:
    Users can set up their own email to send documents or reports generated from GovReports for digital signature or as email. Depending on the users’ email service providers, setting up process can be different. If you are unsure about your outgoing email setting, contact our friendly support team.

    Gmail
    Gmail requires additional settings to send emails from external tools or applications like GovReports.
    1. 1. Use current password with 2 factor authentication disabled for less secure app

      (or)
    2. 2. Create an Application password and update (Recommended)
    How to Create App password?
    • Click on the following link (https://security.google.com/settings/security/apppasswords)
    • Login to your Gmail account selected as the preferred outgoing email in (Note: App password settings will be listed only when 2FA is activated.)
    • Select app as “Others”, enter name as “GovReports” and click on Generate
    • Copy 16 digits app password and paste in GovReports email setting password box

    Microsoft Office 365:

    Microsoft Office requires additional settings to send emails from external tools or applications like GovReports,
    1. 1. Use current password with 2 factor authentication to be disabled

      (or)
    2. 2. Create an App password and update (Recommended for security)
    How to Create App password?

    e. Email Log
    Change your account status, contact & professional membership details, usernames and or password.

    f. M2M Credentials

    Machine credentials allow digital service providers (DSP), businesses and tax professionals to interact with ATO online services through their Standard Business Reporting (SBR) enabled software. A machine credential – equivalent to a Device AUSkey credential. It is mainly used for lodging OSR forms.

    To maintain the M2M credentials, go to Settings -> Lodgment Settings

    Select M2M Credentials

    Upload the file and enter the credentials. For more details on how to upload, click on "Help" on the top right corner.

    Update M2M credentials: If M2M credential is expired, you an update it by clicking on "Update"

    g. ATO Software Nomination
    ATO Software Nomination is required when you registered and want to use GovReports to prepare and submit compliance and regulatory reports to ATO.

    h. Rollover
    View Tax Return Rollover details.


    i. Set Up Intuit SSO
    Want quick access to your Intuit Client Accounts.


    j. Subscription Details
    Details of your subscription and purchases.


    k. GovReports Store
    View, change and or add GovReports service options.


    l. Invoices & Receipts
    View current invoices and billing history.


    m. Transaction History
    View lodgement transactions and history.


    n. Recurring Payment Details
    Change credit card details.


    o. Referral Invitation
    View your referral status.


    p. My Vouchers
    Manage your vouchers and credits.



    q. Document Management Setting
    Configure your GovReports account with Dropbox or Google Drive.

    r. Billing Setting
    Customise your billing information and hourly payment rate.

    s. Invoice Setting
    Customise the invoice appearance you send to customers.

    t. Notification Setting
    Pick and choose what you want to be notified of from your GovReports Office Practice Management account.

    u. Checklist Setting
    Custom client checklist with new client acceptance checklist.

Rewards
  1. Rewards from GovReports:
    For all of you making lodgments via GovReports, we would like to honor your efforts.

    For your 1st lodgment, a credit of $5 will be made available to you. The reward will be in Pending status. You can share the news via any of your Social media accounts like Facebook, LinkedIn or Twitter and get that reward added in your account in the form of credits. After which, the reward status will become “Rewarded”. You can use those credits for any of your future subscriptions in GovReports.



    Similarly for the 2nd lodgment, the $5 credit will be available and added to your credits if you share it in the Social media. In case, if you didn’t share the news for your first lodgment reward, it expires when the next reward arrives.



    You can see your “Rewards” and status under Settings -> My Subscription. The screenshot below is the Rewards menu after you share in social media.


    In case, if you didn’t share the news for your second lodgment reward, it expires when the next reward arrives.



    For each quarter of the Financial Year, there is a special $5 reward for the 100th lodgment you make in that particular quarter. To avail the reward, please share it in the social media and get the reward added into your credits.





    You can share your accomplishment of 1000th lodgment in Social media. The system will keep a track of your lodgment counts and notify you of the 1000th lodgment with a direct link to share in the Social Media.



    You will get a reward of $20 for your 3000th lodgment, avail this reward by spreading the news in Facebook, Twitter or LinkedIn. The reward will be in Pending status. Once shared, the reward will be added to your credits and you will see the status as “Rewarded”



    Please remember to share the news as soon as you receive the reward as the reward will expire when you receive a new reward. This means that they previous reward will become voided and cannot be clubbed with the current reward.Also, the rewards are calculated based on the number of lodgments you make from your account in total irrespective of the number of businesses/ clients or authorized users in your account. In simple terms, the culminated number of lodgments are counted for these rewards.


    The rewards are not cashable or transferable. We are proud of your accomplishment and thank you for making us a part of it.


Reports Settings
  1. As a Tax Agent or BAS Agent, if you want your client(s) to be updated about the lodgments you make for them, you can configure to send the lodgment receipts as and when you make the lodgment.

    You can set it under Settings -> Lodgment Settings and configure the client(s) to whom you wish to send the lodgment receipt.

    Please note that the lodgment receipt can be sent to your client(s) automatically only if you have your Practice Email settings enabled in GovReports

    After you log-in to GovReports, click on "Settings" on the top right corner and select "Lodgment Settings"



    Select "Reports Settings"



    In the "Reports Settings" screen, tick the box next to "Send lodgment receipt to client". This will enable the connectivity between your Practice Email address and the Email address of your client(s).



    Only when it is ticked, this functionality can be used and the options following next will be enabled.



    To set-up the clients to whom you wish to send the lodgment receipts, click on "Client Configuration".



    You can select the client(s) to send the lodgment receipts. The clients can be excluded or included to send the receipts based on your preference.

    Please note that only if you have added the clients' email address in your GovReports account, you can send the lodgment receipts via Email. To add the client email address, go to Clients -> Open the client -> Click on "Edit" on the top right corner and add the email address of your client in the Contact details section.



    There is a "Search" option available on the top which can be used to search for a client name.



    You can navigate between the pages to select the client by merely ticking on the checkbox. You can also choose the number of items to be displayed per page, by appropriately selecting the option in "Items per page".



    You can filter "Assigned" vs "Unassigned" or "All" clients. Assigned clients are the clients who are included in the mailing list to send the lodgment receipts. Unassigned clients are those clients who are excluded from sending the lodgment receipts.



    You can tick the clients and click on "Assign All" to move those clients to the Assigned List.





    You can also click on "Unassign All" to move the selected clients to the Unassigned List.





    Tick the client(s) you wish to add in the report sending list and click on "Assign All". These clients will be automatically sent an email from your Practice Email address whenever a lodgment is made successfully.

    The Subject line has the default format with the "Report name" followed by Lodgment Confirmation Receipt. For example, if an Activity Statement report has been lodged for a client, the Subject line is set to "Activity Statement" (01/07/2019-30/06/2019) Lodgment Confirmation Receipt. You can change the Subject line if you wish.



    The body of the email is also set by default.



    You can make any required corrections on the format by directly editing the default contents provided. Formatting can be done with the different types of heading styles from the drop-down and the following formatting options:
    • Bold
    • Italic
    • Underline
    • Left alignment
    • Centre alignment
    • Right alignment
    • Justified alignment
    • Bulleted list
    • Numbered list
    • Create table



    There is a range of "Placeholders" specific to Client details, Practice details and Report details. You can insert any Placeholder(s) wherever required in the Subject line or Body of the email by placing the cursor at the required position. Please note that the client details and the Practice details are taken from the information you have provided when adding a client and creating your Practice account. Report details are from GovReports repository.


    CLIENT:
    • Client Name: The display name of the client or individual. Ex: Randall Trading Services Pty Ltd.
    • Client Contact Name: The first and Last name of the client or individual. Ex. Oprah
    • Client Email: The client's Email address you have added in GovReports. Ex. montana@corona.com.au
    • Client Phone Number: The Phone number of the client. Ex: (04) 4525-6585
    • Client Address: The business/residential address of the client. Ex: 80 Sydney Port Access Road, Sydney, Nova Scotia B1P 6S9.
    • Client Postal Address: The client's postal address. Can be either same as client address above or a different one
    • Client ABN: The ABN of the client
    • Client TFN: The TFN of the client
    • Client WPN: The WPN of the client

    PRACTICE:
    • Practice Name: The Practice Organisation Name. Ex: Alex Bookkeeping Services.
    • Practice Contact Name:The first and the last name of the Practice or individual. Ex. Linda
    • Practice Email: The Practice's Email address you have added in GovReports. Ex. iona@goodbookkeepingservices.com.au
    • Practice Phone Number: The Phone number of the Practice. Ex: (04) 4525-6585
    • Practice Address: The address of the Practice. Ex: 80 Sydney Port Access Road, Sydney, Nova Scotia B1P 6S9.
    • Practice Logo: The Practice logo added, if any
    • Practice ABN: The ABN of the Practice
    • Practice Salutation: Ex: M/s
    • Practice Agent Number: The BAS or Tax Agent number

    REPORT:
    • Report Name: The name of the report lodged. Ex: Activity Statements
    • Reporting Start Date: The start date of the report. Ex: 01/10/2019
    • Reporting Start Date: The end date of the report. Ex: 31/12/2019
    • Reporting Financial Year: The Financial Year to which the report belongs to. Ex: 2020
    • Reporting Period: The reporting period of the report. Ex: October 2019 to December 2019


    After making the required edits, if you want to switch back to the default format, you can click on "Reset"





    The changes made will be reset to the original format



    The receipt sent as an email will have your signature at the end. The default signature is provided. If you wish to edit your signature appended at the end of your email, click on "Edit Signature"



    The Edit Signature window opens with the default signature contents. You can appropriately format it with the formatting options given.



    After making the required changes, click on "Submit". The signature will be saved and will be used whenever the email is sent to the client.



    After making the overall changes, select "Save Changes".



    If you wish to preview the email, click on "Save & Preview".



    The preview will be generated. By default, the preview shows the first client details and Activity Statement.

    You can also enable this functionality while adding the client in the "Add client" screen. My Clients -> New



    Tick the checkbox next to "Enable Send Lodgment Receipt" to add the new client into the mailing list to send lodgment receipts



    Thus, the Reports Settings can be done to send the lodgment receipts to the configured client(s).