| Search for clients using Tax data Australia only
For the tax year 2012 and onwards, the Search function allows you to match clients using tax data, such as taxable income. | UI Expand |
|---|
| expanded | true |
|---|
| title | To search for a client using Tax data |
|---|
| - Open the Find Clients page.
At the New Search field, select New search from reports from the list. | UI Text Box |
|---|
| Leave the Search for field blank. |
- Click the Search button.
|
- The Select Report screen opens.
- Scroll to Tax Reports only for any tax year from 2012 onwards.
|
- Highlight the report you would like to search.
- Click OK.
|
- The list of Report Fields opens.
- Enter the value that the search should use to determine a match from your Tax clients.
|
- For example, at Taxable income enter ‘>50000’.
- Click OK to run the search.
|
- When complete the Find Clients page will list the Tax clients that match your search criteria.
|
| 
Yes
No
Thanks for your feedback.