Accountants Enterprise only
These panels offer frequently used Reports and Functions and the option to create a Favourites list, that is, returns that may require easy or frequent access currently.
Reports
These are frequently used reports otherwise available from the Reports menu.
Functions
These are frequently used functions available from various places in Tax.
Favourites
Favourites: Each user may add up to 8 returns to Favourites at any one time. These are shortcuts to returns currently being prepared.
To remove a return from Favourites, right-click on it in Favourites and click Remove.
Right click Menu
The right click menu includes:
-
Open the highlighted return.
-
Schedules - open the index applicable to the return.
-
Search for matching the ABN, DIN, TFN. Refer to Return Search Function 2024.
-
Summary of entered items for the return.
-
New create a return, refer to Customising Return Properties 2023.
-
Delete the highlighted return. Refer to Deleting Schedules 2023.
-
Properties of the return, refer to Customising Return Properties 2023.
-
Add to Favourites in navigation panel.
Toolbar icons
These icons perform the selected function for the highlighted return including:
-
Edit completed form to change a read-only return to edit mode. Tax returns marked as 'completed' open as Read-only to protect them from inadvertent editing.
-
Search for matching the ABN, DIN, TFN. Refer to Return Search Function 2024
-
Properties of the return, refer to Customising Return Properties 2023.