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Displaying Date of Birth on the tax return

This support note applies to:

  • AE Practice Manager (AU)
Article ID: 27649

Sometimes the date of birth of a client doesn't display on the tax return, or a correction to the date of birth is not updated on the tax return.

A client may not be recognised in the Compliance database as an individual if there was a problem with integration when the client was created. To fix this, reset the status to update the details.

To reset a client's status
  1. If you're using an AE Practice Manager version earlier than 5.0, click Client Name ellipsis (...).
  2. Take a note of all the client details displayed.
  3. Select Organisation the Type option and click OK. The Main tab appears.
  4. Close and reopen the client. The Main tab appears.
  5. On the TASKS bar, select Edit client detail. The Amend Client Name window appears.
  6. Select Person as the Type option.
  7. Enter the missing client details that you took note of and click OK. The Main tab is displayed.
  8. On the Main tab, enter the date of birth of the client and click OK.
  9. To confirm the changes have synchronised, open the Tax Return for the client and check that the Date of Birth displays correctly.
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