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In Tax, you can locate returns and forms; access important tasks, and use the graphical and tabular views of your tax data.

The homepages on the Tax button menu include:

For tasks relevant to tax data displayed refer to:

Tax tasks are also available:

  • from Maintenance Map > Administration.

  • from the right-click menus to refine the data displayed by filtering.

  • as features to rearrange the data on the screen by grouping and sorting.

  • to save the changes to the display or reset the display to the default setup.

  • to export data.

  • to preview and print data.

Refer to Features in Practice Manager / AO for Tax.

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