Accountants Enterprise only
To update steps by range
- From the Functions element in the navigation bar select the Batch/Range Step Update option. The Tax Year dialog opens.
- Select the year that has the return you wish to update and click OK. The Update Step dialog opens.
- Select the Range option and click OK.
- Select a sort sequence from the available options: Primary, Secondary, and Tertiary. Each sort sequence also allows selection By Item which displays a separate dialog that allows to directly input a list of return codes that require updating. Return codes are validated on data entry so incorrect codes cannot be entered.
- Click [Enter] on a blank line in the By Item dialog to finalise the list.
- Enter the range.
- The Select Event and Step for Batch Update dialog opens. Select the Event and Step to which you wish to update the returns. The Date Step reached, Follow-up date, Issue date, Amount 1, Amount 2, Completed by and Remarks are available on the Details tab.
- Click OK to update the step.
Tertiary sort sequence
This allows selection of returns by:
Return Code
Client: Return Code
Tax File Number: Return Code
Alpha Sort: Return Code
Contact: Return Code
Secondary sort sequence
This allows selection of returns by:
TO Level: Return Code
Partner: ATO Level: Return Code
Manager: ATO Level: Return Code
Employee: ATO Level: Return Code
Agent: ATO Level: Return Code
Partner: ATO Level: Return Code
Primary sort sequence
This is the standard sequence, by a combination of:
Return Code
Client Code: Tax File Number: Return Code
Form Type: Return Code
Status: Return Code
Office Index: Return Code
