Australia only
For the tax year 2012 and onwards, the Search function Search function allows you to match clients using tax data, such as taxable income. UI Expand |
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expanded | true |
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title | To search for a client using Tax data |
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| - Open the Find Clients page.
At the New Search field, select New search from reports from the list. UI Text Box |
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| 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.
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