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Front Cover

The Front Cover tab includes:

The Front Cover information

Complete the following front cover details for the Company:

  • Tax file number

  • Company details

  • Previous company name

  • Postal address

  • Previous postal address

  • Main business address

  • Final return indicator.

These details are entered in the Create Client / Contact Wizard and appear on the client’s Main tab and the Return Properties General tab for the return.

To edit these details, go to the client’s Main tab and select the Edit Client Detail hyperlink in the Tasks Bar. The Main business address may be edited by selecting Amend Address.

Electronic Funds Transfer (EFT)

The account details provided are not retained when the return is rolled forward.

To complete the details, select from the list at the prompt Select bank a/c details from:

  • A - If the Tax Agent’s Trust Account is used to receive refunds, select ‘Agent’ from the list:

  • If an agent is selected on the Return Properties Staff tab, the account details will default to those recorded under Maintenance > Agents > Properties > Banking for the Agent named on the Staff tab. Refer to Banking Details for Agents. 

  • If the agent on the Return Properties Staff tab is blank, the account details will default to those recorded for the Practice under the Utilities > Control Record > Banking. Refer to Setting up your Control Record Properties for Banking.

  • 1 or 2 - Up to two sets of bank account details may be stored in the Return Properties, Bank a/cs tab and either ‘Client Bank Account’ may be selected from the list. Refer to Return Properties - Bank a/cs

Alternatively, enter the details directly into the fields provided at this item:

  • The Bank State Branch (BSB) number. This six-digit number identifies the financial institution. Do not include spaces, dashes or hyphens in the number.

  • The Account number. You cannot use an account number with more than nine characters. Do not include spaces in the account number.

  • The account name, as shown on the fund’s account records with spaces between each word and between initials. If the fund's account name has more than 32 characters, provide the first 32 characters only Do not abbreviate the first 32 characters in any way.

If these details are incomplete or incorrect, no EFT will take place.

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