Accountants Enterprise only
The Control Record contains information relating to the practice. These details are used in various parts of the Tax Tracking System.
To open the Control Record
Select Utilities > Control record .... The Control Record dialog opens.
The practice details default from Tax. These details will appear via reports.
The Totals section displays a count of the Number of Events and Steps recorded in the system.
In the Follow-up date default from field choose either the Event Date or Step option. The follow-up date will be based on:
- Ticking the Generate Steps from Tax Status Levels checkbox generates steps based on the Status Levels in Tax.
Steps using this method need to be edited to complete these details:
- Step Date,
- Step Duration,
- Next Step, and
- to set the Amount Required flag and
- the Retain History flag.
- Click OK to save any changes and return to the browser.