changes.mady.by.user KimP
Saved on May 17, 2018
changes.mady.by.user MartinW
Saved on May 30, 2018
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These routines all occur on the Utilities menu:
Export Batch from Index
Exporting Returns
Importing Returns
Export: Audit Updates
Pre-filling Tax Return data from Tax Agent’s Portal
Unlocking and Locking Returns
BAS/IAS Import
MCS Import
Fund Return Import
(Series 6 & 8) Importing Account Transactions including Farm Accounts
(Series 6 & 8) Client GL Account Mapping
(AE, Series 6 & 8) Integrity Check
(AE, Series 6 & 8) Recalculate Schedule Totals Selection
(AE, Series 6 & 8) Clear Single User Locks
(AE, Series 6 & 8) Special Routines
To change a number of returns select Maintenance > Bulk Return Edit.
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Completing forms and schedules