ATO Reports for Loan Application

Generating & Downloading Company Income Tax & Integrated Client Account (ICA) Reports

When applying for a loan (commercial loan, personal loan or home loan) the bank / lender / broker might request you for your company income tax report and/or Integrated Client Account (ICA) report. But what are these reports and how can you generate these reports? Here is a step by step process on how to generate these reports.

The Integrated Client Account (ICA) or Activity Statement report shows the ABN holder's tax behaviour, such as payment history and any outstanding debts. Banks / Lenders use this to assess the credit profile of the loan applicant. It may be referred to as client activity centre (CAC), Integrated Client Account (ICA), or Activity statement account report.

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Step 1: Generating Company Income Tax Summary Report

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Step 2: Generating Company Income Tax Summary Report

Step 3: Generating Company Income Tax Summary Report

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Step 4: Generating Company Income Tax Summary Report

Step 5: Generating Company Income Tax Summary Report

Step 6: Generating Company Income Tax Summary Report

Step 7: Generating Company Income Tax Summary Report

Step 8: Generating Activity Statement Summary / Integrated Client Account (ICA) Report

Step 9: Generating Activity Statement Summary / Integrated Client Account (ICA) Report

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Step 10: Generating Activity Statement Summary / Integrated Client Account (ICA) Report

Step 11: Generating Activity Statement Summary / Integrated Client Account (ICA) Report

Step 12: Generating Activity Statement Summary / Integrated Client Account (ICA) Report

Step 13: Generating Activity Statement Summary / Integrated Client Account (ICA) Report

Step 14: Final Step, Emailing the Reports to your Broker

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