Reporting from Tax

The Tax Estimate can be prepared by selecting F4 or by selecting Preparation > Calculation > Estimate. Refer to Tax Estimate [F4] for the process.

Reports accessed via the Reports menu concern data in your tax ledger.

• Printing Returns

• Tax Office Copy PDF Functionality

• Print Notes

• Printing Letters

• Proforma Schedules 

• Return Label Printing 

• (AE, Series 6 & 8) Flexi Reports 

• Returns Attached to Clients

• Tax Preparation Audit Trail 

• ATO Report Import (solicited and unsolicited reports)

• Lodgment Reporting

• PLS Reports

• Capital Gains Report, refer to Schedule Printing.

• (AE, Series 6 & 8) Reports from the Tax Calculator

• (AE, Series 6 & 8) MAS Integration is available under the Reports menu where there is a licensed copy of MAS.

• (AE) Reports in Tax Tracking

• (Tax only) Client Data (CDS)