The Tax Estimate can be prepared by selecting F4 or by selecting Preparation > Calculation > Estimate. Refer to Tax Estimate [F4] 2025 for the process.
Reports accessed via the Reports menu concern data in your tax ledger.
-
(AE, Series 6 & 8) Flexi Reports 2025
-
ATO Report Import 2025 (solicited and unsolicited reports)
-
Capital Gains Report, refer to Schedule Printing 2023.
-
(AE, Series 6 & 8) Reports from the Tax Calculator 2023
-
(AE, Series 6 & 8) MAS Integration 2023 is available under the Reports menu where there is a licensed copy of MAS.
-
(Tax only) Client Data (CDS) 2023