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Opening an existing return

Australia only

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Existing returns can be opened from either the Tax — Client Search page or Tax returns tab on the Client page.

The instructions below detail opening an existing return from the Tax — Client Search page. This allows you to access a list of returns that can be filtered and sorted.

For more information on the options available, see Tax

- Client Search page.

To
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titleHow to open an existing tax return
  1. Click

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  1. The Tax — Client Search page opens.

  2. Enter search criteria at the top of the page which you are using including:

    • Name and Code,

    • Tax File Number or

    • ABN.

    • The current tax year is selected initially. Click Tax Year to select another year.

  1. Click Search.

  1. The tax returns which match the search criteria appear in the table.

  2. Locate the tax return you want to open in the table.

  3. Click the Return name to open the tax return. The tax return opens in a new window.

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    You need only click the Return Name once to open the return.

The tax return opens in a new window.
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