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Creating a current year tax return

A current year tax return is required before you're able to create an activity statement.

  1. Click the Client Name link for a client that doesn’t have a linked tax return.
    The Create Activity Statement window appears.
  2. In the Base Return Type field, select the appropriate entity type.
  3. If required, select Mark Income Tax Return as Not Required.
  4. Click Yes to generate a tax return for the current year.

A pre-filled tax return is displayed. The tax return is added to the client, with a status of Not started.

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