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:
-
(AE) Name 2023
-
(AE) Contact Numbers 2023
-
(AE) Mailing Address 2023
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 2023
- Estimate 2023
-
Correspondence Preference form CP 2023 (ATO discontinued)
-
(AE/AO) Invoice 2023