Reporting from Tax 2023

The Tax Estimate can be prepared by selecting F4 or by selecting Preparation > Calculation > Estimate. Refer to Tax Estimate [F4] 2023 for the process.

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

• Printing Returns 2023

• Tax Office Copy PDF Functionality 2023

• Print Notes 2023

• Printing Letters 2023

• Proforma Schedules 2023 

• Return Label Printing 2023 

• (AE, Series 6 & 8) Flexi Reports 2023 

• Returns Attached to Clients 2023

• Tax Preparation Audit Trail 2023 

• ATO Report Import 2023 (solicited and unsolicited reports)

• Lodgment Reporting 2023

• PLS Reports 2023

• Capital Gains Report, refer to Schedule Printing 2023.

• (AE, Series 6 & 8) Reports from the Tax Calculator 2023

• (AE, Series 6 & 8) MAS Integration 2023 is available under the Reports menu where there is a licensed copy of MAS.

• (AE) Reports in Tax Tracking 2023

• (Tax only) Client Data (CDS) 2023