To add a new calculation

The Pre-Fill option is used for integrating information from a return in Tax. The pre-fill function integrates data from that return to the corresponding fields in the calculator.

To update a calculation with the most recent data contained in the tax return:

1. Open the calculation concerned.

2. Click Pre-Fill or click [Alt+l].

For example: if you have a taxpayer who is turning 55 years of age and you want to see what the tax implications of drawing down a sum from a Superannuation Fund might be. The initial calculation could have the description, ‘John Jones with Super’. The copy of the calculation for the scenario where John Jones draws down Super AND enters the Averaging System could best have the Description’ John Jones Super and PP averaging’. In this manner you can have as many Tax scenarios for John Jones as you need.

To create a copy of a calculation:

1. Right-click on the calculation and click Copy.

The default method of sequencing the Index is set in the Control Record > Preferences, during the setup routine and may be changed by editing the Control Record Preferences. (AE) Refer to Setting up Tax Calculator .

The keyboard shortcuts for sorting the index are as indicated in the column headings:

• [Alt+e] to sort by Return code order

• [Alt+i] to sort by Client code

• [Alt+t] to sort by Description

To prepare a report that lists all the calculations in the Calculations index:

1. Right-click and select List.

2. Select to Preview or Print.
   Printing to File allows you to save a copy to a location you choose.

To Delete a calculation from the index

To close the Calculations index and return to Tax click [Esc] or the Back icon or File > Cancel.

A transactional dialog is used when there is more than one entry to be made for transactions of the same type. Multiple transactions can be entered for Foreign income, Superannuation income Streams (Annuities and Pensions) and, Notional Dependants' details.

When making entries in a transactional dialog a number of functions are offered:

• Auto Accept: Auto Accept is enabled by default to save the details of a transaction and clear the fields for the next transaction.

• To add a new transaction: To add a new transaction to the entries already saved:

1. 1. Key the details as necessary,

   2. Click OK to save the new transaction.
      If you click OK when mandatory details are incomplete the transaction is rejected with the prompt You cannot create a blank entry and you should:

• • • Click Cancel to complete and save the data or

    • Click Close to abandon the data and close the screen.

• Select: When there are transactions in the grid and Select is active the details of a transaction may be edited. To edit a transaction:

1. 1. Click Select or [Alt+S] to move to the last entry in the grid.

   2. Highlight the entry to be edited, and press Enter or double click to open it.

   3. The transaction details transfer to the data entry fields.

   4. Change the details as necessary.

   5. Click OK to save the transaction.

• Delete: To delete an entry from the grid:

  • Click on the entry in the grid to be deleted.

  • Click [Ctrl+Delete].

• Cancel: Cancel is active after you click [Select]. That is when you are editing a transaction selected from the stored entries grid or when you are in the process of locating an entry in the grid to be edited or deleted.