Accountants Enterprise only
If your Return Index shows your full tax ledger you can use the Search option to locate a return by matching against an ABN, a TFN or DIN which you provide.
To show returns for a single client, that is billing entity. Refer to Select Client.
How to run the Search
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Click Search.
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Tick the checkbox for either ABN, DIN or TFN.
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Type the code (or part of it) for the return you wish to locate, and click [Enter].
Returns located
The return with the code which most closely matches the one you have typed will be located and highlighted.
The order of the index is determined on a modified case sensitive basis:
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numerals then
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all upper case, then
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mixed upper and lower case followed by
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all lower case.
Reversing the order would mean lower case are listed first, then mixed lower and upper, followed by upper then numerals.
Tax file No.: To search for a return by TFN, move to the TFN column in the Select Return index, type the significant digits in the number unformatted (that is, without spaces) and click [Enter].