In Tax, you can locate returns and forms; access important tasks, and use the graphical and tabular views of your tax data.
The homepages on the Tax button menu include:
Tax Client - Search – click the Tax button to open the grid of tax returns for the selected tax year. After first installing Tax this will be the main driver for your tax data. To change your default Tax homepage refer to To set the tax returns due for lodgment as your default view.
Workflow by Employee (AE, Series 6 & 8)
- Activity statement obligations homepage (ASO)
For tasks relevant to tax data displayed refer to:
Tasks bar on the Tax Client - Search tab
Tasks bar for 85% lodgment on the Returns Due for Lodgment tab
How to ensure your lodgment benchmark is accurate on the Lodgment Benchmark homepage
Tax tasks are also available:
from Maintenance Map > Administration.
from the right-click menus to refine the data displayed by filtering.
as features to rearrange the data on the screen by grouping and sorting.
to save the changes to the display or reset the display to the default setup.
to export data.
to preview and print data.