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Estimate, Header/Footer Fields

AE Tax only

Practice name and contact details, and return contact and staff details, are available as letter writing fields in both Tax and Tax Calculator, for use solely in Estimate Headers and Footers. These fields in Tax pre-fill into the Tax Calculator.

The corresponding Tax and Tax Calculator Field references are listed here:

  • Client Code: ^A103 prefills to ^A102

  • Return Code: ^A104 prefills to ^A101

  • Tax Year: ^A108 prefills to ^A104

  • Tax File Number: ^A110, ^A111, ^A112 prefill to ^A103

  • Partner: ^A124 prefills to ^A114

  • Manager: ^A125 prefills to ^A115

  • Employee: ^A126 prefills to ^A116

  • Title: ^A192 prefills to ^A189

  • Surname: ^A195 prefills to ^A190

  • Given names: ^A194 prefills to ^A191

  • Full Name: ^A191 prefills to ^A190, ^A191

  • Mailing Address-Line 1: ^A120 prefills to ^A193

  • Mailing Address-Line 2: ^A121 prefills to ^A194

  • Mailing Address-Line 3: ^A122 prefills to ^A195

  • Mailing Address-Line 4: ^A123 prefills to ^A196

  • Agent: ^A127 prefills to ^A144

  • Contact: ^A128 prefills to ^A145

  • Salutation: ^A129 prefills to ^A197

  • Residential Address-Line 1: ^A196 prefills to ^A162

  • Residential Address-Line 2: ^A197 prefills to ^C163

  • Practice Name: ^C190 prefills to ^C399

  • Practice Address-Line 1: ^C152 prefills to ^A293

  • Practice Address-Line 2: ^C153 prefills to ^A294

  • Practice Address-Line 3: ^C154 prefills to ^C385

  • Practice Address-Line 4: ^C155 prefills to ^C386, ^C388

  • Practice Telephone number: ^C156 prefills to ^C398

  • Practice Facsimile number: ^C157 prefills to ^C280

  • Footers only: Tax Due/Refund: ^I221 prefills to ^C470

  • Estimates only: Agent's fee: ^I154 prefills to ^A127

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