Not available in Accountants Office
The Flexi Report Sort Tab settings determine the sequence of the returns included in your report.
Index: This field determines the type of sort sequence the flexi report will adopt once you have decided how the report will be printed. Enter the one character code of the option you would like, or select Primary, Secondary and Tertiary.
Primary: This is the standard sort sequence, that is, by a combination of:
Client Code: Tax File Number: Return Code
Form Type: Return Code
Status: Return Code
Office Index: Return Code
The sorting sequence Status: Return Code is not applicable if you are using the Simple Lodgment Control method of lodgment monitoring.
Each sequencing option acts much like a filter. For example, for Client Code: Tax File Number: Return Code in the primary sort index. First, Tax sorts by client code. It takes the results of that sort then proceeds to sort by tax file number. The results of the second sort are taken and then sorted by return code.
Secondary: This provides the following options:
ATO Level: Return Code
Partner: ATO Level: Return Code
Manager: ATO Level: Return Code
Employee: ATO Level: Return Code
Agent: ATO Level: Return Code
Tertiary: This provides the following options:
Client: Return Code
Tax File Number: Return Code
Alpha sort: Return Code
Contact: Return Code
By Field: Select up to three fields to determine the order in which the returns will be sequenced for the report. For information on refer to CustomisingSortFields.
A101 sorting by return code must be entered in one of the sorting fields otherwise a warning message, informing you that A101 should be entered in one of the sort sequence fields, will be displayed.
New page on new code: If you tick this checkbox, the information for each of the sorting sequences determined by the selection at By Field will begin on a new page. For example, if you are sorting by partner, the information for each new partner will begin on a new page.
Customising Sort Fields
When designing a Flexi Report you can select to sort By Fields.
It is possible to sort by up to three fields selected from a list including these codes:
A101 - Return code
A102 - Client code
A102 - TFN
A106 - Form type
A108 - Date lodged
A112 - Status
A113 - Date status
A114 - Partner
A115 - Manager
A116 - Employee
A117 - Office Index
A118 - ATO level
A190 - Name
C120 - Birth date
A170 - Occupation code