Accountants Enterprise only
The Control Record contains information pertaining to the practice. These details are used in various parts of the Tax Tracking System.
Select Utilities > Control record .... The Control Record dialog opens.
The Practice details default from the Tax. These details will appear via reports.
The Totals section displays a count of the Number of Events and Steps recorded in the system.
In the Follow-up date default from field choose either the Event Date or Step option. The follow-up date will be based on:
the date the return reaches the Step, plus the Step duration, when you select the Step option or
- the Event dates plus the Step duration, when you select the Event Date option
- Ticking the Generate Steps from Tax Status Levels checkbox generates steps based on the Status Levels in Tax.
Steps using this method need to be edited to complete these details:
- Step Date,
- Step Duration,
- Next Step, and
- to set the Amount Required flag and
- the Retain History flag.
- Click OK to save any changes and return to the browser.