The Bulk Return Edit routine allows you to make the same type of change or exactly the same change to more than one return. It is intended to simplify the process of making minor changes on a large numbers of returns. For example, a bulk edit may be used to change the Tax Level for one or more returns without updating the Due Date for lodgment; or, change the partner or employee code for a number of returns.
The bulk edit enables you to view a particular data item for all returns in the system. In addition each return may be reviewed before a change is applied.
Click Maintenance > Bulk Return Edit.
The Bulk Return Edit displays the Details tab for the selection of the criteria to be edited.
(AE, AO) To change the details of Partner, Manager and Employee globally click Maintenance > Internal > Responsibility. A global change to client code does not apply because each client has one tax return per year. (In MYOB AE, this is done in Practice Manager.)
(Series 6 & 8) Agent, Client, Contact, Employee (that is, Team Member), Manager, Partner and Return code may not be edited in the Tax ledger and the warning These details may only be changed in Profiles is displayed.
Select the Return area to change from the list provided.
The menu selection in Tax by which the change can be verified are:
ATO Level: Return Properties > PAYG/Lodge Tab (Level)
Agent: ReturnProperties > Staff Tab
BAS payer indicator: ReturnProperties > General Tab (Monthly, Quarterly, Annually)
C/F Classification: ReturnProperties > PAYG/Lodge Tab (Company / Fund Classification)
Contact: ReturnProperties > Staff Tab
Date due to be lodged: ReturnProperties > PAYG/Lodge Tab (Current Year Date due)
Daytime Contact number: Individualreturn > Front Cover
Exclude from rollover flag:
Return Properties > PAYG/Lodge Tab (Current Year details)
GST Profile: Preparation > GST/PAYG Profile > General Tab, (Taxpayer registered for GST on Cash or Accruals basis? values are N/A, Cash, Accruals)
IAS payer indicator: Return Properties > General Tab (Quarterly or Annually)
Office Index: Return Properties > General Tab
PAYG Estimate option: Return Properties > PAYG/Lodge Tab
Return Lodged via:
Return Properties > General Tab (return lodged ELS or paper)
Return code: Return Properties > General Tab
Return codes are always edited individually.
Return required: Return Properties > PAYG/Lodge Tab (Required, Not this year, No future return)
Tax paid last year: Return Properties > PAYG/Lodge Tab (Last Year Gross Tax paid)
(AE Tax) Client code: Return Properties > General Tab
(AE Tax) Employee code: Return Properties > Staff Tab
(AE Tax) Manager code: Return Properties > Staff Tab
(AE Tax) Partner code: Return Properties > Staff Tab
(AE) Select to process returns by batch or by range.
When processing a batch you to select returns at random from a list of all returns. Separately select those returns that are to be included in the bulk edit. Returns selected for processing are ticked. You are prevented from selecting returns for which the proposed edit process is invalid, the message reads cannot perform this update on this form type.
When processing a range you to select all returns within a range of return codes selected from the Primary, Secondary or Tertiary index. This sequence determines the order in which Tax will find the relevant field.
Primary index includes:
Secondary index includes:
Tertiary index includes:
Select Edit Individually OR Override All.
When Edit Individually is ticked each return, in the range or batch being processed will be updated.
Return codes MUST be edited individually.
As each return is processed Tax prompts you for the particular value to be applied to the 'Return area to change' for this return.
For example, if you are updating the ATO Level for a batch of returns you would normally select and edit each return individually (otherwise all the returns would end up with the same ATO Level). By editing returns individually Tax shows you the code which currently identifies the return and gives you the opportunity to enter a different code as each return is processed.
When Override All is ticked the Return area to change is checked in each return being processed. If the Return area to change is blank it will be updated to the value you enter. When Override All is selected a warning is issued.
(AE) For example, Override All might be useful to update returns from one employee to another.