Accountants Enterprise and Series 6/8 only
For return record selection, this report lists the estimated, assessed and last year's primary tax.
Click Preparation > Calculation > Assessment Summary. The Record Selection window displays.
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.
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.