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Schedule printing offers the ability to print one or more schedules on an individual basis, perhaps for checking purposes, prior to printing the entire return, estimates, ELD, etc. For example, you wish to check the Capital Gains summary prior to lodging the return.

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From the Print Schedule option if you select to print the Individual, Trust or Partnership returns, the front cover will not be printed at the same time. If you select to print the Front Cover and the Return the page numbering (pagination) will not be correct.

How to
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titleTo access Printing Schedules
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  1. Click Reports > Print Schedule to open the General tab.

  2. At the Code field click [F10] to display the return index. Select the required return.

  3. At the Forms and Schedules field click [F10] to display the index of schedules and worksheets attached to the return.

  4. Highlight each schedule to be printed and click Select. A tick is displayed beside each schedule or worksheet that is selected.

  5. Click OK to continue.

  6. Complete the Preview/Print screen for the printing options for this report.

  7. Click OK.

 

Return

Code: The code identifies the return currently open or (AE) highlighted in the Return index. If you want to print a schedule for a different return, click [F10] to display the Select Return index, arrow to the required return and click [Enter].

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The Form or Schedule type must exist for the selected return.

Options

Form or Schedule: By default the income tax (I, P, C, F, MS or T) return is displayed as ready to be selected. Click [F10] to display the related worksheets or schedules attached to the return for selection.

The index includes every income tax return, Activity Statement, ELS schedule or worksheet that has been prepared for the return, even if that schedule or worksheet has no dollar values because it has been rolled over from a previous year and has not as yet been completed or will not be completed for the current year.

Print Notes: Tick this option for the notes attached to this return to be included in this printing. Be aware that you can select individual Notes when printing from this Option. If you select to print Notes, therefore, all Notes attached to the return will be printed.

New Page per Depreciation group: To activate this checkbox a Depreciation worksheet must be included in the print. When this checkbox is selected each depreciation group begins printing on a new page.

Facsimile Printing: Tick this option to print a facsimile return and its related schedules. Refer to Facsimile Preview and Print.

Pooled Asset Report Schedule and Listing

LVP and SBE Pools: When the Depreciation worksheet is selected for printing, the Pooled Asset Report will include both the Pooled Schedule and the Pooled Listing.

For assets in LVP or SBE pools the Pooled Listing includes details of the Asset Code, Description, Acquisition Date, Private Use%, Original Cost, Total 2nd Element, Sale Date and Consideration.

Motor Vehicle Worksheet

Include M/V Declaration: Tick this option to include the Motor Vehicle Declaration along with any Motor Vehicle worksheet currently being printed. An M/V Declaration provides a substantiation record when claiming motor vehicle related expenses.

To cause the declaration to be printed whenever a motor vehicle worksheet (mve) is printed set the Practice defaults and User Preferences accordingly.

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To print the declaration separately from the mve worksheet, click Reports > Letters and select the code MVD.

Capital Gains/ CLW worksheet

Detailed/Summary: If a capital gains or consolidated losses utilised schedule is to be printed, you may select to print either a summarised or a detailed report. Also refer to Capital gains tax reports.

ATO Forms

Include worksheets: Tick this option to print the worksheets attached to the selected BAS, IAS, FBT or Energy Grants Credit forms.

Include ELD: Tick this option to include the electronic lodgment declaration for the selected BAS, IAS or FBT or Energy Grants Credit forms.

Validate for ELS: Tick this option to allow ELS validation of Standalone Forms. These include all Forms that are not lodged with the main returns (I, C, F, P and T).

Generic Schedules

Generic schedules are included in the list of schedules attached to a return. They can be identified from the Description.

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The description applied each generic schedule is derived from the name of the item/label on the return, but this description may be edited. A field number in part of the description, for example (field E277), indicates the specific item/label to which the generic schedule is attached. If necessary, you can search on the field number in help to find the exact location of the generic schedule.

Related topics

Proforma Schedules

Schedule Index

Printing Returns

Reporting from Tax

Back to Preparing Returns and Schedules

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titleRelated topics
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Proforma Schedules

Schedule Index

Printing Returns

Reporting from Tax