Attributes tab in Contacts
Accountants Enterprise Series 6 & 8 only
The data on the Contacts Attributes Tab can be found in the open tax return as:
A.B.N: Return Properties > General Tab and on the return.
A.C.N: Return Properties > General Tab and on the return.
BAS/IAS Client: There is no equivalent value in Tax, but if either BAS or IAS frequency is recorded on the Return Properties > General Tab then the client is regarded as registered.
BAS Frequency: Return Properties > General Tab.
BAS Payer frequency may be recorded as:Annual GST return
Monthly Activity Statement
Monthly BAS and Annual GST return
Quarterly Activity Statement
Quarterly BAS and Annual GST return
The menu selection is Preparation > GST/PAYG Profile > General Tab > Method of preparation BAS.
Only Yearly GST return is provided.
- IAS Frequency: Return Properties > General Tab. IAS Payer frequency may be recorded as:
Annual
Monthly
Quarterly
- FBT Frequency: Preparation> GST/PAYG Profile > General > FBT obligations? Answer Yes/No. Tax provides quarterly reporting.
Preparation> GST/PAYG Profile > FBT Tab displays for relevant labels in the Activity Statement, a matrix of quarterly and annual amounts for prior and current years as applicable. Group Tax No: Preparation > GST/PAYG Profile > General > Taxpayer grouped for GST purposes?
GST Basis (Cash or Accruals): Preparation > GST/PAYG Profile > General > Taxpayer registered for GST on a cash or accruals basis?
GST Frequency: Return Properties > General Tab. BAS Payer frequency may be recorded as:
Annual GST return
Monthly Activity Statement
Monthly BAS and Annual GST return
Quarterly Activity Statement
Quarterly BAS and Annual GST return
Click Preparation > GST/PAYG Profile > General Tab > Method of preparation BAS, and select the frequency.
Yearly GST return is provided, only.
Manager: Return Properties > Staff Tab > Manager.
Office: The ATO is selected on the Return Properties > PAYG/Lodge Tab > ATO Office.
Partner: Return Properties > Staff Tab > Partner.
PAYG Instalment: Tax provides quarterly reporting.
Preparation > GST/PAYG Profile > Instalment Tab presents a matrix of prior year quarter and annual amounts and current year quarterly amounts for relevant labels in the Activity Statement. A PAYG Instalment Estimate may be created from the open return by selecting Preparation > Schedule > PAYG Instalment Estimate.If the return changes delete the estimate and create a new one.- PAYG Withholding: Tax provides monthly reporting.
Preparation > GST/PAYG Profile > Withholding Tab presents a matrix of prior year quarter and current year monthly amounts for relevant labels in the Activity Statement. PDF Password: Return Properties > General Tab.
Receive BAS/IAS: Return Properties > General Tab > BAS/IAS received via
Selections offered are paper, internet and ELS.- Return Type: Return Properties > General Tab.
To alter the return type for the same client delete the return, redefine the return type and add a new return, which will by definition have the desired type. - SBE Taxpayer: The taxpayer's SBE status is recorded at the relevant label in the income tax return.
Tax provides the user with the SBE Eligibility Worksheet to determine whether they are eligible to be an SBE taxpayer. The relevant values integrate from the worksheet to the correct labels in the income tax return. Tax Contact: Return Properties > Staff Tab > Contact.
Tax File Number: Return Properties > General Tab > TFN.
Tax Level: Return Properties > PAYG/Lodge Tab > Tax Level.
Team Member: Return Properties > Staff Tab > Employee.
Deferred company tax: Preparation > GST/PAYG Profile > Deferral Tab presents a matrix of 24 monthly amounts for label 7 in the Activity Statement and the total amount of company tax being deferred.
In Tax, the deferred company tax amount entered into the return setup wizard can be separated on the GST/PAYG Profile > Deferral Tab
Contacts Attributes with no equivalent in Tax are:
Accounting System
Area
C/Seal
Class
Fee
Industry
Investment
Land Tax
Lost
Mail
Refer To
Results
Sales Tax No
TCB Client
Won