Click the Properties icon
Return Properties has many tabs that store information about the taxpayer needed for preparing the income tax return and it's estimate of tax payable/refundable. Also, so that the practice can prepare reports and monitor the progress of the taxpayer's affairs for the income year.
The options appear on tabs as follows:
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(AE) Name
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(AE) Contact Numbers
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(AE) Mailing Address
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(AE) Default (Salutation)
In AE Practice Manager, name, address and contact details are recorded in the Create Client/Contact Wizard and appear on the client’s Main and Addresses tab.
The following tabs do not display for Practice Manager users.
- Bank a/cs
- Estimate
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Correspondence Preference form CP (ATO discontinued)
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(AE/AO) Invoice