Skip to main content
Skip table of contents

Update Steps by Range

Accountants Enterprise only

To update steps by range
  1. From the Functions element in the navigation bar select the Batch/Range Step Update option. The Tax Year dialog opens.
  2. Select the year that has the return you wish to update and click OK. The Update Step dialog opens.
  3. Select the Range option and click OK.
  4. 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.
  5. Click [Enter] on a blank line in the By Item dialog to finalise the list.
  6. Enter the range.
  7. 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.
  8. 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

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.