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 Preparation > Calculation > 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.

Categories

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.

Contact Support Close