Accountants Enterprise only
This report allows the user to list all the Steps of all Returns that have a follow up date between the range specified by the user.
To produce a List Steps of Returns by Follow-up date report
- Select Reports > List Steps of Returns by Follow-up date ... .The List by Follow-up Date dialog opens.
- Choose the date range of follow-up dates for this report using the From and To fields. The format for the date field is dd/mm/ccyy.
- The default layout for the report is List Steps Returns.Another layout can be chosen by clicking the ellipsis and choosing from the list in the Select Letter dialog.
- Choose either the Normal or Alternate sequence to select returns to report on.
- Click OK to continue to the Print dialog.
- From the Print dialog choose whether to Preview, Print, or send the report to Disk.
- The Record Selection dialog allows for further selection criteria to be entered. Select a Sequence type from the options and then click Edit to define the parameters.
- Click OK to finalise the report.
Alternate range
This allows selection by:
- Return Code: Event: Step
- Partner
- Manager
- Employee
- Event: Step
Normal range
This allows selection by:
- Return Code: Event Code: Step Code
- Tax File Number
- Alternative TFN
- Event Code: Step Code
