| Tax Letters The topics related to Tax Letters are:
Print Letter (AE, Series 6 & 8) Print Letters by Batch (AE, Series 6 & 8) Selecting a Range of Returns for Tax Letters (AE, Series 6 & 8) Create or Update Views Create New Edit Letter Tax Letter Mergefields | UI Text Box |
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| For MYOB AE, these are specifically available to SQL users. |
Back to Income Tax ReturnsPrint LetterTo print a Tax Letter: Click Tax Letters > Print Letter. Highlight a letter in the index and click Select. Click OK to open the Record Selection dialog to select to process a single return, a range of returns or a batch of returns. This return - the tax letter generated is based on the return currently being processed.
(AE, Series 6 & 8) Batch - allows you to select the required returns at random from the Select Return index. (AE, Series 6 & 8) Range - you must select primary, secondary or tertiary sequencing when specifying a range of returns to process. On the range selection screen you must enter the first and last codes in the range. A letter will be printed for each return falling within the range. Alternatively, where the return codes are well known the range screen can be used to enter a list of non-consecutive return codes (similar to the batch screen). Click OK to open the letters with values merged from Tax. The letter opens as a Microsoft Word document that can be edited, printed or saved. (AE, Series 6 & 8) Selecting a Range of Returns for Tax Letters (AE, Series 6 & 8) Print Letters by Batch Back to Tax Letters Print Letters by BatchAccountants Enterprise and Series 6/8 only This is an index of all the returns on your system. Select the returns for which letters are to be printed. To select returns, click Select or [Alt+S]. This operation places a tick to the left of the return indicating that it will be processed. To remove the tick from a selected return and thereby exclude it from processing, follow exactly the same procedure as explained above and the return is de-selected. When all selections have been made, click [F6] to continue to the Preview/Print screen. How to Preview a Report Back to Tax Letters Selecting a Range of Returns for Tax LettersAccountants Enterprise and Series 6/8 only This selection process enables you to choose a range of returns or a method of sequencing those returns or both. This process is common to exporting, printing, updating and other processing. Sequencing the range of returnsThe options for sequencing the returns depends on the sequencing option you selected in the previous screen: Primary, Secondary or Tertiary.
Range by Primary sequenceAfter selecting to use the primary range the following options are available: Return Code: this processes all returns within the selected range of return codes. Where there is more than one return with the same code these are treated in order by TFN. Client Code: this processes all returns within the selected range of client codes. Where there is more than one return with the same client coded then these are treated in order by TFN. (This sequencing option is useful for amended returns.) Form Type: Return Code: this processes all returns with the selected form type range. The returns are treated in order by their return code. Status: Return Code: this processes all returns with the selected status level. For example, if a status of 'lodged' is selected, then all lodged returns are treated in order by return code. Office Index: Return Code: this will process all returns with the selected character in order by return code. This only applies if your practice is using if your practice uses the Office Index.
Range by Secondary sequenceAfter selecting to use the secondary range the following options are available: 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 After selecting to use the tertiary range the following options are available: By ItemThis option enables you to nominate returns individually, by return code. (The same end can be achieved by selecting batch and locating the required return(s) in the index). When this option is selected, click [F6] to open a data entry screen. Type a valid return code and then click [F6]. On completion of the list of returns to be processed, click [Enter] or [F6] to close the screen and continue to the next step in the process. | UI Text Box |
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| When generating a Tax Letter the By Item list requires you to type in the Return code for all returns to be included in the report. |
How to Preview a Report Back to Tax Letters Create or Update ViewsAE Tax and Series 6/8 only In order to setup for SQL Tax Letters, select Tax Letters > Create/Update Views. This process is required when you setup for Tax Letters initially and after the installation of a new version of Tax to enable new mergefields as advised in the Release Notes. | UI Text Box |
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| Practice Manager users are not required to run Create/Update Views. |
In addition, you must set your SQL password on the Control Record, refer to Defaults. Create New Copy Practice Text Letters to Tax Letters in Word Back to Tax Letters Create NewTo create a new letter, select Tax Letters > Create New. A blank letter opens in Word. You can then insert the mergefields that are available to the Tax database into the letter and save it to the following directory: New letters not saved to the letter directory will not be accessible from the Tax Letters menu. | UI Text Box |
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| Refer to Inserting a field or for comprehensive information on the use and formatting of mergefields consult the help in Word. |
Tax Letter Mergefields (AE Tax) Tax mergefields Back to Tax Letters Edit LetterTo edit the content of a Tax letter: Click Tax Letters > Edit Letter. Highlight a letter in the index and click Select. Click OK to open the letter in Word. You can change the text and change mergefields available to Tax as required. Refer to Tax Letter Mergefields. Save the letter to the following directory with a new name so that they will be accessible from the Tax Letters menu:
Inserting a fieldTo insert a field: In Word 2007 and above, select the Mailings tab then click the dropdown arrow on the Insert Merge Field icon. In Word XP and 2003, ensure the Mail Merge toolbar is switched on by clicking View > Toolbars > Mail Merge. Click the Insert merge field icon, select the Insert option of Database Fields, then select the required field and click Insert. When inserting a date field like date of birth, right click on the date field and select Toggle Field Codes. Edit the format of the merged field to remove the time component from the date displayed, e.g.{MERGEFIELD “DOB”\@”DD/MM/YYYY”}.
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| For comprehensive information on the use and formatting of mergefields consult the help available within the Word document. |
Tax Letter Mergefields Back to Tax Letters Tax Letter MergefieldsThese tables list in alpha sequences the Letter Writing merge fields available in Tax (in MYOB AE, for SQL users of Tax): (AE Tax) Also refer to Tax mergefields for details of practice text letter equivalents. Back to Tax Letters Taxpayer/return detailsABN | Taxpayer ABN | Addr_Line_1 | 1st line of address (Street name and number) | Addr_Line_2 | 2nd Line of Address (Street name and number) | Addr_Line_3 | 3rd line of Address (Town/State/Postcode) | Assessment_Payable_Date | Date Income Tax Assessment due and payable | Client_Code | Client Code of the Return | Co_Est_Tax | Estimated Tax Payable/Refundable per Company Return | DOB | Taxpayer Date of Birth | Email | Taxpayer email address | Employee | Name of the Employee attached to the Return | Est_Fund_Tax | Estimated Tax Payable/Refundable per Superannuation Fund Return | Est_IT_Tax | Estimated Tax for Individuals and Trusts | First_Names | Taxpayer First name | Form_Type | Form type | Initials | Taxpayer Initials | Invoice_Amount | Invoice amount | Net_Refund | Net Refund is the amount refundable as entered in the Assessment Details dialog. | Refer_to (Series 6 & 8) | Used for the name of the Contact person of the client, e.g. where the client is ABC Pty Ltd, you would put Refer_to as Fred Smith, so you know who to talk to, or address letters to. The Refer_to value is entered on the Attributes tab for Contacts sites, and on the Extra tab for Practice Manager Client Compliance (CC) sites. For Practice Manager users the Refer_to is entered on the Extra tab. | Return_Due_Date | Date Main Return type (I, P, T, C, F) due for lodgment | Return_Lodged_Date | Date Main Return type (I, P, T, C, F) lodged | ReturnCode | Return Code of the Return | Salutation | Salutation | Surname | Individual Taxpayer Surname/Entity Taxpayer Name | Tax_assessed | Tax assessed per the Assessment | Tax_Level | Tax level of the Taxpayer | Tax_Return_Year | The year of the Return | Taxable_Inc | Taxable income Main Return Type (I, P, T, C, F) | TFN | Tax File number for the Return | Title | Taxpayer Title |
Agent_Code | Code used to identify Tax Agent attached to the return | Attch_Agent_Name | Name of the Tax Agent attached to the return | Ctrl_Agent_Name | Name of the Tax Agent held in the Control Record | Manager_Name | Name of the Manager attached to the Return | Partner_Name | Name of Partner attached to the Return | Tax Contact | Name of the Tax Contact attached to the Return |
Ann_BAS_Amount | Net amount payable/refundable on Annual BAS | Ann_BAS_Due | Due Date for Annual BAS | Ann_BAS_End | Period End Date for Annual BAS | Ann_IAS_Amount | Net amount payable/refundable per Annual IAS | ANN_IAS_Comm_Rate | Commissioner’s Rate per Annual IAS | Ann_IAS_Due | Due Date for Annual IAS | Ann_IAS_End | Period End Date for Annual IAS |
Prior year Qtr 4 | Current Qtr 1 | Current Qtr 2 | Current Qtr 3 | Amount shown at |
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BAS_PY_Q4_1A | BAS_Q1_1A | BAS_Q2_1A | BAS_Q3_1A | GST on Sales at Item 1A | BAS_PY_Q4_1B | BAS_Q1_1B | BAS_Q2_1B | BAS_Q3_1B | GST on Purchases at Item 1B | BAS_PY_Q4_1C | BAS_Q1_1C | BAS_Q2_1C | BAS_Q3_1C | WET Payable at item 1C | BAS_PY_Q4_1D | BAS_Q1_1D | BAS_Q2_1D | BAS_Q3_1D | WET Refundable at Item 1D | BAS_PY_Q4_1E | BAS_Q1_1E | BAS_Q2_1E | BAS_Q3_1E | LCT Payable at Item 1E | BAS_PY_Q4_1F | BAS_Q1_1F | bAS_Q2_1F | BAS_Q3_1F | LCT Refundable at Item 1F | BAS_PY_Q4_3 | BAS_Q1_3 | BAS_Q2_3 | BAS_Q3_3 | GST Net at Item 3 | BAS_PY_Q4_4 | BAS_Q1_4 | BAS_Q2_4 | BAS_Q3_4 | PAYG Withheld at Item 4 | BAS_PY_Q4_5A | BAS_Q1_5A | BAS_Q2_5A | BAS_Q3_5A | PAYG Income Tax Instalment at Item 5A | BAS_PY_Q4_5B | BAS_Q1_5B | BAS_Q2_5B | BAS_Q3_5B | PAYG Income Tax Variation Credit at Item 5B | BAS_PY_Q4_6A | BAS_Q1_6A | BAS_Q2_6A | BAS_Q3_6A | FBT Instalment at Item 6A | BAS_PY_Q4_6B | BAS_Q1_6B | BAS_Q2_6B | BAS_Q3_6B | FBT Variation Credit at Item 6B | BAS_PY_Q4_Amount | BAS_Q1_Amount | BAS_Q2_Amount | BAS_Q3_Amount | Net amount payable/refundable | BAS_PY_Q4_Comm_Rate | BAS_Q1_Comm_Rate | BAS_Q2_Comm_Rate | BAS_Q3_Comm_Rate | Commissioner’s Rate | BAS_PY_Q4_Due | BAS_Q1_Due | BAS_Q2_Due | BAS_Q3_Due | Due Date | BAS_PY_Q4_End | BAS_Q1_End | BAS_Q2_End | BAS_Q3_End | End Date | BAS_PY_Q4_Start | BAS_Q1_Start | BAS_Q2_StarT | BAS_Q3_Start | Start Date | BAS_PY_Q4_VAR_Rate | BAS_Q1_VAR_Rate | BAS_Q2_VAR_Rate | BAS_Q3_VAR_Rate | Varied Rate |
Prior year Qtr 4 | Current Qtr 1 | Current Qtr 2 | Current Qtr 3 | Amount shown at |
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IAS_PY_Q4_4 | IAS_Q1_4 | IAS_Q2_4 | IAS_Q3_4 | PAYG Tax Withheld at Item 4 | IAS_PY_Q4_5A | IAS_Q1_5A | IAS_Q2_5A | IAS_Q3_5A | PAYG Income Tax Instalment at Item 5A | IAS_PY_Q4_5B | IAS_Q1_5B | IAS_Q2_5B | IAS_Q3_5B | PAYG Income Tax Variation Credit at Item 5B | IAS_PY_Q4_6A | IAS_Q1_6A | IAS_Q2_6A | IAS_Q3_6A | FBT Instalment at Item 6A | IAS_PY_Q4_6B | IAS_Q1_6B | IAS_Q2_6B | IAS_Q3_6B | FBT Instalment Variation Credit at Item 6B | IAS_PY_Q4_Amount | IAS_Q1_Amount | IAS_Q2_Amount | IAS_Q3_Amount | Net amount payable/refundable | IAS_PY_Q4_Due | IAS_Q1_Due | IAS_Q2_Due | IAS_Q3_Due | Due Date | IAS_PY_Q4_End | IAS_Q1_End | IAS_Q2_End | IAS_Q3_End | End Date | IAS_PY_Q4_Start | IAS_Q1_Start | IAS_Q2_Start | IAS_Q3_Start | Start Date |
FBT_Inst_Paid | Fringe Benefits Instalments paid per Fringe Benefits Tax Return | FBT_Payable | Fringe Benefits Tax payable per Fringe Benefits Tax Return | FBT_Rebate_Due | Fringe Benefits Tax Rebate amount per Fringe Benefits Tax Return | FBT_Refundable | Refund of Fringe Benefits paid per Fringe Benefits Tax Return |
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