Skip to main content
Skip table of contents

Assessment Summary

Accountants Enterprise and Series 6/8 only

For return record selection, this report lists the estimated, assessed and last year's primary tax.

To prepare the Assessment Summary
  1. Click PreparationCalculation > Assessment Summary. The Record Selection window displays.

  2. To accept the default, click [Enter] twice. Otherwise, select the sequence and range for the report; the default range is from first to last. Read: Record Selection for more information.

  3. The report will Preview/Print in the manner selected. Refer to How to Preview a Report.


In the assessment summary there are three categories:

Estimated: This is what Tax calculates as estimated tax payable based on ATO guidelines.

Assessed: This is the assessed tax payable/refund entered in the assessment details screen, that is, the ATO assessed tax payable/refund.

Last Year: This is the previous year's assessed tax payable/refund entered in the assessment details screen.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.