Standalone forms

A standalone form is any form that is not a return (Individual, Partnership, Trust, Company and Fund returns). These include forms such as Business Activity Statements, Fringe Benefits Tax forms, Client Update forms, and Interposed Entity Election. These forms are created from within a client’s tax return.

Detailed Tax Estimate

Tax Estimate for Trust returns

This Tax Estimate will be shown on the Tax returns tab for a Trust return when the Front cover checkbox ‘Are Income Tax Estimates required? shows Yes. Distributions to beneficiaries must be performed using [F8] for the estimate to be calculated correctly.

Validate

(Audit)

Complete return

When a return passes validation you can mark the return as complete which locks the return from editing. The completed return is ready for ELS lodgment but must first be reviewed by the Agent and approved by your client who must then sign the Electronic Lodgment Declaration (ELD).

Click Complete on the Validation summary window once the return has validated.