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You can print one or more schedules separately from Reports > Print schedules > Print Schedule Options.

It is not advisable to print the final return from this option as the front cover for the individual, partnership and trust returns is a separate document and pagination would be incorrect. To print the full return, select Reports > Print Return.
To access Schedules to print
  1. With the return selected, click Reports > Print Schedule to open the General tab.

  2. At the Forms and Schedules field click F10 to display the index of schedules and worksheets attached to the return.

  3. Highlight each schedule to be printed and click Select. A tick is shown beside each schedule or worksheet you've selected. Click again to deselect.

  4. Click OK to continue.

  5. Complete the Preview/Print screen for the printing options for this report.

  6. Click OK.

Return

Code: The code identifies the return currently open or (AE) highlighted in the Return index. If you want to print a schedule for a different return, click F10 to display the Select return index, scroll or arrow up or down to the required return and click Enter.

The Form or Schedule F10 index includes every type of income tax return and activity statement in your data base whether or not it's rolled over.

Instead of scrolling, you can type the return name on the cursor bar and the cursor will move to the first instance of what you've typed. The more letters you type the closer the cursor comes to the return you're searching for.

Options

Form or Schedule: By default whichever income tax return you are working on (I, P, C, F, MS or T) is displayed as ready to be selected.

Click F10 to open the index of the attached worksheets or schedules.

Print Notes: Tick this option for the notes attached to this return to be included in this printing. You can select individual Notes when printing from this Option. If you select to print Notes, all Notes attached to the return will be printed even if they have no amounts but were rolled over from the previous year.

New Page per Depreciation group: There must be a Depreciation worksheet attached to the return for this checkbox to be active. Selecting this option starts a new page for each depreciation group.

Facsimile Printing: Tick this option to print a facsimile return and its related schedules. Refer to Facsimile Preview and Print. This is not the ATO-PDF facsimile printout.

Depreciation LVP an SBE Pools

If you've selected to print the Depreciation worksheet, the Pooled asset report includes both the schedule and the Pool listing.

The Pooled Listing includes the:

  • Asset code
  • Description
  • Acquisition date
  • Private use %
  • Original cost
  • Total 2nd Element of cost
  • Date of disposal
  • Consideration.

Motor Vehicle Worksheet

Include M/V Declaration: Tick this option to include the Motor Vehicle Declaration along with the Motor vehicle worksheet. An M/V Declaration provides substantiation for the claimed amount.

If you want this declaration printed whenever a motor vehicle worksheet (mve) is printed, you can select it in the Practice defaults and User preferences.

To print the declaration separately from the mve worksheet, click Reports > Letters and select the code MVD.

Capital Gains/ CLW worksheet

Detailed/Summary: If you're printing a capital gains or consolidated losses utilised schedule, you can have a summarised or a detailed report. Also refer to Capital gains tax reports.

ATO Forms

Include worksheets: Tick this option to print the worksheets attached to the selected BAS, IAS or FBT.

Include ELD: Tick this option to include the electronic lodgment declaration for the selected BAS, IAS or FBT.

Validate for Lodgment: Tick this option to allow F3 validation of Standalone Forms. Standalone forms are those that aren't lodged with the main income tax returns (I, C, F, P and T).

Generic Schedules

Generic schedules are included in the list of schedules attached to any return. You can identify them from their Description.

The description given to each generic schedule is derived from the name of the return's item/label. You can edit this description.

A field number in part of the description, for example (field E277), indicates the specific item/label to which the generic schedule is attached. To locate that schedule, press F1, key the field code and press Enter.