List Returns Not Attached to an Event 2023

Accountants Enterprise only

This report selects and prints the Returns that have not had any Step for a particular Event attached.

To produce a List Returns not attached to an Event report

Select Reports > List Returns not attached to an Event ... .The List Returns with no Step for selected Event dialog opens.
Choose from the Primary, Secondary, and Tertiary sort sequences to select a range of returns to report on.
Choose the Event to report on by clicking the ellipsis and choosing from the list in the Select Event dialog.
The default layout for the report is Event not attached to Returns. Another layout can be chosen by clicking the ellipsis and choosing from the list in the Select Letter dialog.
Click OK to continue to the Print dialog.
From the Print dialog choose whether to Preview, Print, or send the report to Disk.
The Record Selection dialog allows for further selection criteria to be entered. Select a Sequence type from the options and then click Edit to define the parameters.
Click OK to finalise the report.

Tertiary sort sequence

This allows selection of returns by:

Return Code
Client: Return Code
Tax File Number: Return Code
Alpha Sort: Return Code
Contact: Return Code

Secondary sort sequence

This allows selection of returns by:

ATO Level: Return Code
Partner: ATO Level: Return Code
Manager: ATO Level: Return Code
Employee: ATO Level: Return Code
Agent: ATO Level: Return Code
Partner: ATO Level: Return Code

Primary sort sequence

This is the standard sequence by a combination of:

Return Code
Client Code: Tax File Number: Return Code
Form Type: Return Code
Status: Return Code
Office Index: Return Code