From the Functions element in the navigation bar select the Batch/Range Step Update option. The Tax Year dialog opens.
Select the year that has the return you wish to update and click OK. The Update Step dialog opens.
Select the Range option and click OK.
Select a sort sequence from the available options: Primary, Secondary, and Tertiary. Each sort sequence also allows selection By Item which displays a separate dialog that allows to directly input a list of return codes that require updating. Return codes are validated on data entry so incorrect codes cannot be entered.
Click [Enter] on a blank line in the By Item dialog to finalise the list.
Enter the range.
The Select Event and Step for Batch Update dialog opens. Select the Event and Step to which you wish to update the returns. The Date Step reached, Follow-up date, Issue date, Amount 1, Amount 2, Completed by and Remarks are available on the Details tab.
TO 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:
