Banking

These Bank Account Details record the BSB Account Number and Account Name that will default to the Front Cover of Individual and Trust returns prepared and lodged by the default agent for the practice. To access these details click Utilities > Control Record > Banking tab.

To show this information on the Front Cover of an Individual or Trust Return:

1. On the Return Properties Staff tab ensure that no code appears at the Agent field so that Tax will use the default agent details for this return.

2. Open the return Front Cover at Electronic Fund’s Transfer (EFT) and at the Select bank a/c details from: field type the code ‘A’ or click [F10] and select the Agent from the list.