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Reports

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These are frequently used reports otherwise available from the Reports menu.

Functions

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These are frequently used functions available from various places in Tax.

Favourites

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Favourites: Each user may add up to 8 returns to Favourites at any one time. These are shortcuts to returns currently being prepared.

To remove a return from Favourites, right click on it in Favourites and click Remove.

Right click Menu

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The right click menu includes:

• Open the highlighted return.

• Schedules - open the index applicable to the return.

• Search for matching the ABN, DIN, TFN. Refer to Return Search Function

• Summary of entered items for the return.

• New create a return, refer to Customising Return Properties.

• Delete the highlighted return. Refer to Deleting Schedules.

• Properties of the return, refer to Customising Return Properties.

• Add to Favourites in navigation panel.

Toolbar icons

These icons perform the selected function for the highlighted return including:

• Tax Estimate [F4] 

• Summary of Entered Items [Shift +F2]

• Interactive Validation Summary [F3].

• Edit completed form to change a read-only return to edit mode. Tax returns marked as 'completed' open as Read-only to protect them from inadvertent editing.

• Search for matching the ABN, DIN, TFN. Refer to Return Search Function

• Properties of the return, refer to Customising Return Properties.

Back to Select Return Index

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