The Company/Funds tax payable page displays Company, Fund and SMSF returns and the amount of tax payable as calculated by the return.
Filtering is available from the right-click menu to restrict the returns displayed by employee type, return type and year. You may filter the returns to: View all the company returns assigned to you as an employee for the current year — Right-click the table and select Employee, Company and Current Year on the pop up menu. View all the company returns for the practice for the current year — Right-click the table and select Practice, Company and Current Year on the popup menu.
By default the Company/Funds tax payable table lists: | Item | Description |
|---|
| Return Name |
| Click the Return Name to open the return in Tax. | | Client Code |
| Click the Client Code to open the Client page. | | Status |
| The current status of the return. The return’s status can be Not started, In Progress, Sent for signature or Lodged. See Return status levels. | | TFN |
| The Tax File Number on the return. | | Form Type |
| The type of return (Company / Fund / SMSF). | | Date Due |
| The date the return is to be lodged as set in the Return Properties. | | Completed |
| The date on which the return was marked as complete. | | Tax Payable |
| The amount of tax payable as calculated by the return. | | Partner |
| The partner assigned on the Responsibility tab on the Client page. | | Manager |
| The manager assigned on the Responsibility tab on the Client page. | | Employee |
| The employee assigned on the Responsibility tab on the Client page. |
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