Record Selection

The Record Selection process enables you to choose a range of records or a method of sequencing those records or both. This process is common to exporting, printing, updating and other processing.

Sequence

The options for sequencing the items presented here depend on whether you selected Primary, Secondary or Tertiary sequencing.

• Range by Primary sequence provides:

  • Return Code - select a return code then sort by TFN for each return code.

  • Client Code - select a client code then sort by TFN for each client code, then sort by return code for each TFN. (This sequencing option is useful for amended returns.)

  • Form Type: Return Code - select a particular form type, for example, I form, then sort by return code.

  • Status: Return Code - select a particular status level, for example, 'lodged', then sort by return code.

    

    The sorting sequence 'Status: Return Code' is not applicable if you are using the Simple Lodgment Control method of lodgment monitoring.

  • Office Index: Return Code - If your practice uses the Office Index, select the relevant character from the Office Index by which you wish to sort, then sort by return code.

• Range by Secondary sequence is not applicable to all processes. It provides:

  • ATO level:Return code;

  • Partner:ATO level:Return code;

  • Manager:ATO level:Return code;

  • Employee:ATO level:Return code; or,

  • Agent:ATO level:Return code.

• Range by Tertiary sequence is not applicable to all processes. It provides:

  • Return code;

  • Client code:Return code;

  • TaxFileNumber:Return code;

  • AlphaSort:Return code; or,

  • Contact:Return code.

• Mask
  If your tax practice uses Office Index Masks, you may key in an office index mask at this eight character alphanumeric field. Office indexes are user determined sorting devices for the purpose of reporting on particular groups of records.

• By Item
  This option enables you to nominate returns individually, by return code. (The same end can be achieved by selecting batch and locating the required return(s) in the index).
  When this option is selected, click [F6] to open a data entry screen. Type a valid return code and then click [F6]. On completion of the list of returns to be processed, click [Enter] or [F6] to close the screen and continue to the next step in the process.

  

  When generating a Performance Report the By Item list requires you to list the ATO Level and Return code for all returns to be included in the report.

Range

The range nominated, is a filter to include and exclude items in your process.

The default range for all sequencing options is from first to last, that is, the first to last items in the system.

To select a range, enter the first code then the last code, clicking [Enter] after typing in each code. Click [Enter] twice to accept the default option, from first to last. When you click [Ctrl+Right Arrow] the first code is repeated as the last code.

For example:

1. If you want to select all the returns in your Tax ledger, select Return code and leave the range set as first to last.

2. Instead if you want to select all the returns in your Tax ledger, but have them organised by form type and then listed in return code order, select Form type:Return code and leave the range set as first to last. This will result in, all the returns in your ledger being listed in form type (C, F, I, P then T) and for each form type the returns are arranged by return code.