Tax

In Tax, you can locate returns and forms; access important tasks, and use the graphical and tabular views of your tax data.

The homepages on the Tax menu include:

• Tax Client - Search – click Tax to open the grid of tax returns for the selected tax year. After first installing Tax this will be the main driver for your tax data. To change your default tax homepage, see to set the tax returns due for lodgment as your default view.

• Returns Due For Lodgment

• Company / Funds Tax Payable

• Workflow by Employee (AE, Series 6 & 8)

• Agent Reports homepage

• Activity statement obligations homepage (ASO)

• Activity statements homepage

• Lodgment Benchmark

• Lodgment Tracking

• Lodgment Manager

• Pre-fill manager.

For tasks relevant to tax data displayed refer to:

• Tasks bar on the Tax Client - Search tab

• Tasks bar 

• Tasks bar for 85% lodgment on the Returns Due for Lodgment tab

• How to ensure your lodgment benchmark is accurate on the Lodgment Benchmark homepage.

Tax tasks are also available:

• from Maintenance Map > Administration.

• from the right-click menus to refine the data displayed by filtering.

• as features to rearrange the data on the screen by grouping and sorting.

• to save the changes to the display or reset the display to the default setup.

• to export data.

• to preview and print data.

See Features in Practice Manager / AO for Tax.