For Australian AO clients Australia only
Settings(Practice Manager) The setup settings for integration with your practice’s version of Tax are under Maintenance > Maintenance > Maintenance Map > Tax > Tax > Settings. The Tax Settings page opens displaying your Tax Connection details. UI Expand |
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title | To edit your connection details |
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| Click Edit connection details on the Tasks bar. On the Database tab, the data displayed is: On the Tax tab, the data displayed is: Ledger Code — the name of the tax ledger. Tax Program Path — the location of the program files for this version of Practice Manager. Foxpro database — the location of the data files for your old version of Practice Manager. Foxpro executable — the location of the program files for your old version of Practice Manager. Foxpro profile — the name of the profile for your old version of Practice Manager.
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UI Expand |
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title | To connect to the Tax database |
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| Click Connect to Tax database on the Tasks bar.
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The Connect to Tax database confirmation message is displayed. Click OK.
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To establish the connection between your old Practice Manager
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When the Integration with Tax is complete a message displays. Click OK.
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User defined Using the Maintenance Map (Practice Manager) Client - Family Groups Documents Internal Security |