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The sort is case sensitive.

Status

This column reveals the lodgment status of a return. The codes which may be displayed in this column will depend on the type of lodgment monitoring set up in Control Record > Lodgment Tab. Refer to Setting up your Control Record Properties and Lodgment .

Tax File Number

To search for a return by TFN, move to the TFN column, type the significant digits unformatted and click [Enter].

Name

An individual's name is shown as the surname followed by a comma and then the first and second names.

An entity's name is shown as entered.

Prior Year Returns

Any return that has not been rolled into the current tax ledger will show the year of the return in brackets before the return name. For example, return raised on 2016 and rolled forward to 2017 but not yet opened in 2017 will show [2016] before the return name. Refer to Retain Schedule Data (RSD) Options

Back to Navigating in Tax

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If your Return Index shows your full tax ledger you can use the Search option to locate a return by matching against an ABN, a TFN or DIN which you provide.

To show returns for a single client, that is billing entity. Refer to Select Client .

How to run the Search

1. Click Search.

2. Tick the checkbox for either ABN, DIN or TFN.

3. Type the code (or part of it) for the return you wish to locate, and click [Enter].

Returns located

The return with the code which most closely matches the one you have typed will be located and highlighted.

The order of the index is determined on a modified case sensitive basis:

• numerals then

• all upper case, then

• mixed upper and lower case followed by

• all lower case.

Reversing the order would mean lower case are listed first, then mixed lower and upper, followed by upper then numerals.

Tax file No.: To search for a return by TFN, move to the TFN column in the Select Return index, type the significant digits in the number unformatted (that is, without spaces) and click [Enter].

Back to Select Return Index

These panels offer frequently used Reports and Functions and the option to create a Favourites list, that is, returns that may require easy or frequent access currently.

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.

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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.

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

For Series 6 & 8

This ledger has been opened independently of Practice Manager or Contacts. You should close the ledger and open the required tax return from the application to which it is integrated.

For Accountants Enterprise

The Select Return index lists all the income tax returns on the ledger. Initially they will be listed by Return Code. The features provided on the Return Index include:

Tax file No. column

To search by TFN, click into the Tax file No. column. Type the exact 9 digits of the TFN unformatted and click [Enter]. If a matching TFN is found in the ledger focus shifts to that return.

Sorting the returns

The Return index may be sorted by clicking the column heading for Return code or Tax File Number. The sort is case sensitive.

Listing returns

To produce a list from the returns showing in your tax ledger:

1. At the Select Return index, click File > List.

2. Complete the Preview/Print screen to select the output device for your listing.

3. Complete the Record Selection to enter the sort sequence, and the range of returns to be listed.

4. Click OK to print the list.

Toolbar Icons

Tax provides many shortcut icons. You may customise additional icons to meet your needs. Refer to Toolbars .

Return Name column

An individual's name is shown as the surname followed by a comma and then the first and second names.

An entity's name is shown as entered in the Return Properties.

State/Status column

This column reveals the lodgment status of a return.

The method of lodgment monitoring set up under Control Record > Lodgment tab. The lodgment state applied to a return depends on the method of monitoring.

1. If Simple Lodgment Control is in use, the column will show:

• Not Started

• In Progress

• Sent for Signature

• Ready to Lodge

• Transmitted

• Rejected

• Lodged

• Assessment Received

2. If the column is 'Status', the Monitor using Status Levels is in use. Status levels must be added for lodgment monitoring. Refer to Status Level Index.

3. Tax Tracking

Select button

Depending on the process being performed the Select button allows you to nominate a single return to be actioned by the current process, or retrieves the required details from the highlighted entry in the list.

Delete a schedule

To remove a schedule attached to the return select Preparation > Delete Schedules. Locate the schedule in the list and select Delete. Confirm the operation by clicking Yes.

A message informs when a return has no schedules attached.

Amended

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In the Return Index, this symbol indicates a lodged return has been amended more than once. For example, if you amend a return (code: carl) twice, the return codes will be ‘carl’ (the latest version); ‘carl1’ (the first amendment lodged) and ‘carl0’ (the first version of the return lodged). The amended icon displays ‘carl1’.

Refer to Amending Lodged Returns

Original

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In the Return Index, this symbol indicates the Original lodged return to which amended returns with the same TFN relate.

Padlock

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In the Return Index, a Padlock indicates that the return has been exported and is therefore 'locked'.

New / Add return

To create a return, at the Return index select [Ctrl+Insert]. A blank Properties screen is opened. Refer to Customising Return Properties.

Alternatively, select the Add Return function from the navigation panel if you are in the habit of using this feature or right click on the Return index and select New.

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Your practice may restrict the Return index to returns for selected clients.

To list returns by client:

1. Click Utilities > Control Record > Defaults

2. Tick Select Returns by client.

3. The next time you open Tax the return index will include the Select client icon. Click this icon or [Alt+E] to list the index of clients for your ledger.

4. To view the returns for a client, locate the client and click [Enter].

To return to the full list of returns

1. Click Utilities > Control Record > Defaults

2. Untick Select Returns by client.

3. The next time you open Tax the return index the Select client icon will no longer appear and the full list of returns is restored.

Back to Select Return Index

• Tax Letters 

• Print Letter

• (AE/Series 6 & 8) Create or Update Views

• Create New

• Edit Letter

• (AE/Series 6 & 8) Print Letters by Batch

• (AE/Series 6 & 8) Selecting a Range of Returns for Tax Letters

• Tax Letter Mergefields

If you are using AE, also read:

• Create a Flexi Report Layout

• Invoice Tab

• How to use schedule fields in a text letter

• Fields available for word processing

Back to Income Tax Returns

The default toolbars are Standard, Print Preview and Note Editing.

This illustrates the Standard icons added to the toolbar for Cut, Copy, Paste and Add a Note.

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Tax also provides a set of icons which you may use to customise toolbars.

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How to customise a toolbar:

1. Double-click on ‘empty’ space on the standard toolbar.

2. Click Customise.

3. Open the Configure tab.

4. From the Available Commands: double click the function to be included on the toolbar.

5. From the Select icon panel scroll right and left through the icons. Double click to associate an icon with the function.

1. Click New to move the icon/function pair to the customised toolbar.

2. Click Close to display the new toolbar.

Toolbar Tab

This tab allows you to add a new toolbar, delete a toolbar (Remove), adjust the position of toolbars (Move Up, Move Down) and to name the toolbars if required.

Back to Navigating in Tax

The Record Selection process enables you to choose a range of records or a method of sequencing those records or both. This process is common to exporting, printing, updating and other processing.

Sequence

The options for sequencing the items presented here depend on whether you selected Primary, Secondary or Tertiary sequencing.

• Range by Primary sequence provides:

• Return Code - select a return code then sort by TFN for each return code.

• Client Code - select a client code then sort by TFN for each client code, then sort by return code for each TFN. (This sequencing option is useful for amended returns.)

• Form Type: Return Code - select a particular form type, for example, I form, then sort by return code.

• Status: Return Code - select a particular status level, for example, 'lodged', then sort by return code.

• Office Index: Return Code - If your practice uses the Office Index, select the relevant character from the Office Index by which you wish to sort, then sort by return code.

• Range by Secondary sequence is not applicable to all processes. It provides:

• ATO level:Return code;

• Partner:ATO level:Return code;

• Manager:ATO level:Return code;

• Employee:ATO level:Return code; or,

• Agent:ATO level:Return code

• Range by Tertiary sequence is not applicable to all processes. It provides:

• Return code;

• Client code:Return code;

• TaxFileNumber:Return code;

• AlphaSort:Return code; or,

• Contact:Return code.

• Mask

• By Item

Range

The range nominated, is a filter to include and exclude items in your process.

The default range for all sequencing options is from first to last, that is, the first to last items in the system.

To select a range, enter the first code then the last code, clicking [Enter] after typing in each code. Click [Enter] twice to accept the default option, from first to last. When you click [Ctrl+Right Arrow] the first code is repeated as the last code.

For example:

1. If you want to select all the returns in your Tax ledger, select Return code and leave the range set as first to last.

2. Instead if you want to select all the returns in your Tax ledger, but have them organised by form type and then listed in return code order, select Form type:Return code and leave the range set as first to last. This will result in, all the returns in your ledger being listed in form type (C, F, I, P then T) and for each form type the returns are arranged by return code.

Related topics

(AE) Creating Sort Sequence

Back to Reporting from Tax

Accountants Enterprise only

If you select the User defined sequence option, the Create Sort Sequence window displays for the purpose of defining a sort sequence.

Sequence code: A ten (10) character alphanumeric field, enter a code to index the sort sequence that you are about to create, for example, AREA. If you wish to retrieve a sort sequence that you have already created, click [F10] to list the Sequences available for selection. This is a list of all the sort sequences you have created; to select an option, tab to the preferred option and click [Enter] or Select. You will then be returned to the Create Sort Sequence window. Click [Enter] again to move to the next field and the details of the sort sequence will default to all the fields in the Create Sort Sequence window.

If you are adding a new sequence, a query will display asking you if you wish to create a new sequence. Click Yes to continue and enter a Sequence Code and Description.

If you do not want to use an existing sequence or create a new one for future use, do not type anything into the sequence code field and the sequence used to print the report will not be stored. Click [Enter] to continue.

Name Selection

There are two choices, Primary and Alternate, referring to the code of the Contacts that have been added to Central Database. Select one of these to determine whether you wish to sequence Contacts according to their primary or alternate code. The default is Primary, that is, Contacts will be sorted according to their main code.

From, To and Mask: These three fields consist of ten alphanumeric characters each. You may nominate the range of Contacts to be selected in this sort sequence. The default is from first to last and to accept these, click [Enter] over each of the fields.

At the Mask field, you may nominate to sort only a particular group of Contacts. For example, if you enter the characters [C*], then only those Contacts beginning with C will be included in the sort sequence.

Include Types

These checkboxes determine the Contact types that you will include in this sort sequence. The default option includes all Contact types. If you do not wish to include all Contact types, de-select the checkboxes which correspond to the Contact types you wish to exclude, for example, creditors, prospects by clicking [Alt+highlighted letter] or just select on the checkbox and the tick will be removed.

Sequence Fields

These fields allow you to input up to five levels of sorting criteria. These levels of sorting may be viewed as five filters for sorting Contacts. This is where you nominate to sort the Contacts using specific sort view values which you have attached to Contacts.

Using: At this field enter the sort view that you wish to use. Click [F10] to display the sort view entries available for selection. Click [F9] to display an example of fields that can be sorted.

At the next two fields, the From - To fields, nominate the range for the sort view that you have entered. For example, if you entered AREA in the Using field, click [Enter] twice to accept the defaults which are ‘First’ to ‘Last’. This means that all Contacts with the sort view AREA will print regardless of the sort view value. Alternatively, by entering From 2000 to 2000, Contacts with a value of 2000 for AREA will print.

At the Mask field, if you have selected from first to last in the From - To fields, you may nominate to sort only a particular group of Contacts. For example, if you want to report on all Contacts in your database who's date of commencement is in 1994, you could use this syntax:

@FLD=D120 From first   To last               Mask ??-??-94

This means that only Contacts with 94 in the year part of the date of commencement will print regardless of the day and month.

If you want to report on all Contacts in your database with an AREA code beginning with 2, you could use this syntax:

AREA           From First   To last               Mask 2*

Masking Rules

• Use ? to replace 1 character

• Use * to replace all characters

Must have: At this field, answer [Y] so that the Contacts retrieved from your database must have the sort view attributes that you nominated. For example, if you nominated AREA at the Using field, with a range of 2000 to 2065, by selecting Yes at Must have, then only those Contacts that have sort view values within 2000 to 2065 will print.

If you answer [N], then the sort sequence will include all the Contacts you nominated to sort in the selections above. When you print the sort sequence results, all those Contacts NOT possessing the sort view which you selected will be listed first, followed by all the Contacts that do have the sort view attached in numeric and/or alphabetic order. For example, this option could be used for reviewing who has or does not have an area attached.

The 'Must have' option is not accessible if you are reporting on a field rather than a sort view as it is not applicable. All Contacts in your database will have all the relevant fields attached to them regardless of whether an actual value has been entered. You may enter up to five levels of sorting criteria. If you enter less than five levels, click [F6] or [Alt+O] to continue.

The next window that displays is the Output Device window. Select an output device (screen, printer or disk file) and the detailed listing is printed according to the sort sequence that you created.

Back to Record Selection

Tax allows you to record supporting data that integrates to labels in the main return or to other worksheets that integrate to the main return. These are:

• ELS schedules that are completed and lodged with the return.

• Customised worksheets for calculation and record keeping purposes that are never lodged with the return.

• Worksheets that are not lodged but will generate a lodgable schedule including Capital Gains and Depreciation.

• A Generic Schedule which is never lodged with the return.

• A Dissection Grid which is never lodged with the return.

Integration

When creating a schedule or worksheet the following points should be remembered, that where the schedule or worksheet integrates values to more than one item or label in the return, all related fields are greyed out and any changes that need to be made to those labels must be made in the supporting schedule or worksheet.

Creating new schedules or worksheets

These methods may be used to open the schedule or worksheet:

• Where a label becomes highlighted on rollover, click the label to open the relevant schedule.

• Where a schedule, worksheet or dialog is already attached the field will be greyed out. Click [Enter] to opened the schedule.

• Click on the required schedule in the Navigation pane which is divided into sections containing only those schedules and worksheets relevant to the particular form type; or

• Click on the Schedule icon, if it is enabled.

• Click Preparation > Schedule, for the full index of Schedules. To locate the schedule you want:

• sort by schedule code, type the code and click [Enter]; or

• sort by description, type the first few letters of the name and click [Enter]

• The majority of worksheets may be selected from the Navigation pane under the heading Worksheets. The worksheets available are dependent on the return type being completed.

• Capital Gains and Depreciation worksheets provide an Index of transactions and a checkbox to select to generate the version of the schedule to be lodged by ELS.

• Where 'Quick access to...' is shown, enter 'Yes' to open the relevant schedule.

Deleting Activity Statements, Schedules and worksheets

In Tax, Activity Statements, schedules and worksheets may be deleted when the client return is open. To do this:

1. Click Preparation > Delete Schedules,

2. Highlight the entry to be deleted.

3. Click Delete.

Caution should be taken when dealing with the following worksheets:

• Unless you want to the delete every Capital Gains event transaction or every Depreciating asset and all its details, do NOT select to delete these worksheets from the main return. Individual asset transactions may be deleted from the Index of the relevant worksheet, the entire Index may only be deleted from the main return.

• Where the schedule to be deleted integrates to another schedule, for example Depreciation is integrated to the Rental schedule and you want to delete the Rental schedule, you must open the Depreciation worksheet and turn off integration. Failure to do this will result in the system creating a blank Rental schedule into which to 'put' the depreciation expense. Where there are a lot of Assets, which might occur with Rental or Business income schedules, you can use the Batch Update routine to turn off integration for all relevant assets to the particular schedule or worksheet.

Copying schedules from one return to another return [F5]

Tax AE/Series 6 & 8 will copy a return or a schedule's contents to another return. To do this:

1. Open the return or schedule/worksheet that is to be copied

2. Click [F5]

3. Key the code of the return where the copy is to be placed

Separately lodged forms

Other forms that are lodged separately from the main return may be prepared while the main return is open by either selecting them from the ATO forms panel on the Navigation pane or from Preparation > Schedule and selecting the relevant schedule.

Agent's Report Requests (RR) and Client Preference advice forms (CP, L and Z)

To prepare and lodge these forms:

• For the Default Agent for the Practice as shown on the Control Record:

1. Click Utilities > Lodgment Setup > Agent Request Form.

2. Complete the form and click Output.

3. The next time you log on to the ELS Gateway, this request will be lodged.

• Default Agent for the practice: To create a Correspondence Preference Form CP and the relevant schedules L and Z for the Default Agent, click Utilities > Control Record > Correspondence Preference Tab. Complete the required correspondence types and click Lodge CP form.

• For any Agent other than the default Agent:

• click Maintenance > Agents > Properties > Security Tab > Agent Request Form complete the request and click Output. The Request will be lodged next time you log on to the ELS gateway.

• To create a Correspondence Preference Form CP and the relevant schedules L and Z, for any Agent other than the default Agent:

• click Maintenance > Agents > Properties > Defaults Tab > Correspondence Preferences. Complete the required correspondence types and click Lodge CP form. The CP may be lodged immediately by selecting Connect now from the Connect to the ATO screen or you can exit from that screen and the next time you log on to the ELS Gateway, this form and its accompanying schedules will be lodged, along with any other returns batched for lodgment.

Special Conditions for Schedule W

Each year, the ATO writes to some Tax Agents and to many taxpayers advising them that they will be required to lodge a Work Related Expenses Schedule W for work related deductions claimed in excess of $300.

If your Practice has received such an instruction from the ATO, the Schedule will always be lodged or you will be prompted to complete it, when the Work related deductions (D1 to D5) exceed $300, but you need to do the following:

Go to the Control Record > Defaults and tick the box Schedule W mandatory for E-Lodgment or if another lodging Agent in the Practice has been requested to lodge the Schedule W, go to the Maintenance > Agents > Properties > Defaults Tab to tick this box.

The ATO usually sends these advices about the requirement to lodge the Schedule W in May for the year ending 30th June. This is in good time for making the decision about what information from the previous year D1 to D5 items should go to which schedule or worksheet in the new tax year.

To set the roll-over defaults for the default Agent, select Utilities > Retain schedule data > Form I Tab and tick which of the 3 options is best suited to the practice. A shortcut to Agent Maintenance is provided on this screen to simplify accessing the schedule W defaults for other agents in the practice. Alternatively, select Maintenance > Agents > Properties > Defaults > Schedule W.

Other Attachments (att)

When an Other Attachments schedule is completed the question on the Front Cover of the income tax return regarding the schedule is completed for you.

[F9] Notes

Tax provides a basic Note writing facility whereby a note may be attached at most fields in income tax returns and supporting schedules.

This feature comprises two types of Notes:

1. Master Notes (Substantiation Notes), and

2. Practice Notes

Master Notes may be transferred to Practice Notes and edited to suit the Practice.

Practice Notes may be created by the practice and 'attached' to items in the return or be self-standing Notes that simply print with the return.

Substantiation Notes are a comprehensive set of Notes containing current substantiation requirements which are updated each year in accordance with changing legislation and requirements. If transferred to Practice Notes, they are not updated but are rolled forward from year to year. They contain functionality that allows the total values to be integrated to the main return or schedule label.

PAYG What-if Estimate Schedules

Where the Individual is liable to pay PAYG Instalments, a choice of 2 What-if PAYG Instalment estimates (Instalment Income by Base rate (xPI) or a GDP-Adjusted instalment estimate (xPG)) may be completed by opening the relevant one from the Preparation > Schedule menu and electing to use values from either the current year's or 2 prior years' returns.

If the taxable income in the return is altered after the PAYG estimate has been created, then, in order to have the values updated by Tax you will need to delete the xPI or xPG and select it again. Alternatively, you can edit the figures in the previously prepared PAYG What-if scenario.

Other PAYG Estimate schedules that this applies to are:

• pgC - PAYG (Instalment Income Estimate) - Company Return

• pgF - PAYG (Instalment Income Estimate) - Fund Returns

• pgT - PAYG (Instalment Income Estimate) - Trust Return

Superannuation Contributions Surcharge (SCS) forms

SCS forms comprise the following schedules:

• Supplier Provider form (MC) for 2008 and later income years

• Member Details schedule (S) for 2008 and later income years

• Supplier Provider form (SP) for 2007 and prior year returns

• Member Statement (ES) for 2007 and prior year returns

• Contributed Amounts data –Transfer-out R for 2007 and prior year returns.

For the 2008 and later years:

The Super Provider, Super Supplier and Member details have been combined into one worksheet.

For the 2007 and prior income years

Both Funds and SMSFs will continue to use the SP and ES

A Super Provider form (SP) must accompany any member statements. To create one select Preparation > Schedule > Super Provider Form (SP), complete the form and select [F6] to save it and exit.

To create the Member Statement schedule (ES) select Preparation > Schedule > Super Member Data (ES). At the bottom of the ES enter 'Yes' to open the schedule R to enter any Contributed Amounts details and Transfer-out data.

The ES, together with the R, is a multiple schedule allowing many Member Statements to be lodged with the one Supplier Provider form.

AVAs for the 2008 and prior years may be used by both Funds and SMSFs.

Assessment Variation Advice forms (AVA forms)

AVA forms comprise the following schedules:

• Superannuation Supplier/Provider data (SP)

• Assessment Review data (SR)

• Amounts Transfer-Out data (D)

A Super Provider form (SP) must accompany any variation advices. To create one select Preparation > Schedule > Super Provider Form (SP), complete the form and select [F6] to save it and exit.

To create the Assessment Variation Advice schedule (SR), select Preparation > Schedule > Super Variation Advice (ES). At the bottom of the ES enter 'Yes' to open the schedule D to enter any Assessment Review data and Amounts Transfer-out data.

The SR, together with the D, is a multiple schedule allowing many Assessment Variation Advices to be lodged with the one Supplier Provider form.

Sharing certain types of income between taxpayers:

Tax provides sharing and distribution functions for the following types of income:

• Capital Gains/Losses

• Rental Properties

• Partner and Beneficiary Distribution Statement worksheets

• Motor Vehicle Expenses

• Interest Received

• Dividends Received

To ensure that the share actually takes place and does not overwrite a previous share, each Asset description MUST differ from any other asset of the same category. For example, say the taxpayer has several lots of ANZ Shares owned jointly with the spouse, disposed of at different times during the income year. If both Assets are called 'ANZ Shares', the first asset shared will be correct, but the second asset shared will overwrite the first share in the spouse's return. The Shares should be named something like Lot 1 ANZ Shares and the second Lot 2 ANZ and so forth.

The Capital Gain/Loss share in the recipient's return has the heading Source Data:. Under this heading the return code, name from which the share arose and the details of the asset giving rise to the share are shown. These details are printed on the Capital Gains schedules.

When shared, the address of the property is printed at the top of the rental schedule, together with the details of the return 'Distributed from'. When the Share button is selected in the rental schedule attached to the host return the relevant amounts from the gross column will be refreshed in the rental schedules attached to the returns for co-owners of the property. The co-owner can edit any amount in the Share Column to deal with situations where one owner incurs a larger portion of an expense than another. For full details on this procedure refer to How to Complete the Rental Schedule.

Partnerships: Each partner is provided with a 'profile' worksheet (the xP) which contains all of the partner's details, and the percentage share in that Partnership. These details roll forward from year to year and if they do not change from one year to the next, then all that is required, once data entry is complete, is to click [F8] or open the Distribution tab and click Distribute. The system will distribute the various income types and their respective credits in accordance with the Partnership percentage entered in the xP.

Trusts: Each Beneficiary of a Trust is provided with a 'profile' worksheet (the xT) which contains, all the beneficiary's personal details, which roll forward from year to year. If the distribution to the beneficiary can be converted to a percentage, then the system would calculate and distribute the various income types and their respective credits in accordance with the Beneficiary percentage entered in the xT.

This would mean that the xT would only need to be opened to confirm that the beneficiary is to receive a distribution this year and to enter the percentage of that distribution.

Alternatively, you will have to distribute the income into each beneficiary's profile worksheet.

Once done, click [F8] at the Distribution tab or from any position in the Trust return and the system will advise of any discrepancy between the amounts distributed and the amounts available to be distributed. It will then put those undistributed amounts in the column Labels that are Income to which no beneficiary is presently entitled. If the income is income to which no beneficiary is presently entitled, you have nothing to do. Alternatively, you will need to check and correct the amounts distributed in the various xT worksheets.

What-if Calculator for Individuals and Trusts (AE/Series 6 & 8)

By selecting Preparation > Calculation > What-If, you may create a standalone calculation or retrieve the balances from the current return for the client (Individual or Trust).

Changes made to a What-if calculation do not flow back to Tax and you may create multiple tax scenarios for any one client. [F1] Help provides detailed instructions on how to use the What-if calculator.

Related topics

Shortcuts and Icons for Returns and Schedules

Company Return

Individual Return

Partnership Return

Fund Income Tax Return

SMSF Annual Return

Dissection Grid

Back to Preparing Returns and Schedules

Accountants Enterprise Series 6 & 8 only

The data on the Contacts Attributes Tab can be found in the open tax return as:

• A.B.N: Return Properties > General Tab and on the return.

• A.C.N: Return Properties > General Tab and on the return.

• BAS/IAS Client: There is no equivalent value in Tax, but if either BAS or IAS frequency is recorded on the Return Properties > General Tab then the client is regarded as registered.

• BAS Frequency: Return Properties > General Tab.

• Annual GST return

• Monthly Activity Statement

• Monthly BAS and Annual GST return

• Quarterly Activity Statement

• Quarterly BAS and Annual GST return

• IAS Frequency: Return Properties > General Tab.

• Annual

• Monthly

• Quarterly

• FBT Frequency: Preparation> GST/PAYG Profile > General > FBT obligations? Answer Yes/No. Tax provides quarterly reporting.

• Group Tax No: Preparation > GST/PAYG Profile > General > Taxpayer grouped for GST purposes?

• GST Basis (Cash or Accruals): Preparation > GST/PAYG Profile > General > Taxpayer registered for GST on a cash or accruals basis?

• GST Frequency: Return Properties > General Tab.

• Annual GST return

• Monthly Activity Statement

• Monthly BAS and Annual GST return

• Quarterly Activity Statement

• Quarterly BAS and Annual GST return

• Manager: Return Properties > Staff Tab > Manager.

• Office: The ATO is selected on the Return Properties > PAYG/Lodge Tab > ATO Office.

• Partner: Return Properties > Staff Tab > Partner.

• PAYG Instalment: Tax provides quarterly reporting.

• PAYG Withholding: Tax provides monthly reporting.

• PDF Password: Return Properties > General Tab.

• Receive BAS/IAS: Return Properties > General Tab > BAS/IAS received via

• Return Type: Return Properties > General Tab.

• SBE Taxpayer: The taxpayer's SBE status is recorded at the relevant label in the income tax return.

• Tax Contact: Return Properties > Staff Tab > Contact.

• Tax File Number: Return Properties > General Tab > TFN.

• Tax Level: Return Properties > PAYG/Lodge Tab > Tax Level.

• Team Member: Return Properties > Staff Tab > Employee.

• Deferred company tax: Preparation > GST/PAYG Profile > Deferral Tab presents a matrix of 24 monthly amounts for label 7 in the Activity Statement and the total amount of company tax being deferred.

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Contacts Attributes with no equivalent in Tax are:

• Accounting System

• Area

• C/Seal

• Class

• Fee

• Industry

• Investment

• Land Tax

• Lost

• Mail

• Refer To

• Results

• Sales Tax No

• TCB Client

• Won

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