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Customising Return Properties

Click the Properties icon

 to open the Return Properties of the relevant return.

Return Properties has many tabs that store information about the taxpayer needed for preparing the income tax return and it's estimate of tax payable/refundable. Also, so that the practice can prepare reports and monitor the progress of the taxpayer's affairs for the income year.

The options appear on tabs as follows:

In AE Practice Manager, name, address and contact details are recorded in the Create Client/Contact Wizard and appear on the client’s Main and Addresses tab.

The following tabs do not display for Practice Manager users.

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