Not available in Accountants Office
These options are available from the Reports menu.
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Print Reports OptionsNot available in Accountants Office
How to access the Print Options screen:
Click Reports > Print Reports.
Including and Excluding reports
The Print Options screen is used for selecting the reports to be included or excluded in your print job-stream.
The checkboxes offer these reports:
Select to include any or all of these reports in your print job-stream. Note that the Payments schedule is only available with the Estimate report. Accordingly, you will note that the option Include instalments schedule cannot be selected unless the Estimate report has been selected.
Select one of three options to determine the calculations for which you wish to print the reports:
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The Projected Payments schedule cannot be applied across a batch or range of calculations because the Estimated assessment due date and Method of calculation of instalments may not be the same for all calculations in the batch or range. Accordingly, selection of either Batch or Range will prevent the Include Instalments schedule option. |
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Print a Single CalculationNot available in Accountants Office
How to access Print Options screen to print a single report
Click Reports > Print Reports.
From the Print Options screen, click [Single].
Select the options to be included and excluded.Click [OK].
If you have selected to include the Instalment schedule, the Payments Schedule screen is displayed:Set the Payments Schedule options as required.
Click [OK].
The Preview/Print screen opens.
Select the required printing options.Click [OK].
Payments Schedule Options
Estimated lodgment date: The default date for this field is the system date on the day the lodgment is made, that is, today's date. Accepting the default date will provide a Projected Payments Schedule based on today's date plus a calculated number of days for the assessment to issue from the Australian Taxation Office. If a Projected Payments Schedule has not been selected, the date will, in turn, not be available for editing. If the date of lodgment is to be a date other than today's date, it should be entered in the format DD-MM-CCYY.
Method of Calculation of Instalments: Depending on the result of the calculation, this field is available for selection. If the system detects that Instalments are applicable, the Method of Calculation of Instalments field will default with a "Q". If the payment of the tax instalment is to be by other method, it can be edited and a different method selected from the list available at the field.
The options available are:
How to Preview a Report
Back to Print Reports Options
Print a range of calculationsNot available in Accountants Office
How to access Print Options screen to print a range of calculations:
Click Reports > Print Reports.
From the Print Options screen, click [Range].
Select the options to be included or excluded and click [OK].
A series of screens, requiring your selections, are displayed.When the sequencing method has been selected, click [OK] to continue.
When the range of calculations has been selected, click [OK] to continue.
At the Preview / Print screen select the print options and click [OK] to continue.
Sequencing method
Select the sequencing method for your calculations. The reports will be printed according to the sequence selected here. The methods by which calculations can be sequenced are:
Return: Description: Type
Client: Description: Type
Client: Return: Description: Type
Description: Type
The sequencing method operates from left to right. For example, the first sorting sequence, Return: Description: Type means that calculations will first be sorted by return code, then in alphabetical order according to description, and finally sorted according to type.
Select Range of Calculations
Enter the range of calculations to be printed. The default range for all sequencing options is from first to last, that is, the first to last calculation in your Tax Calculator ledger. Accept the default, or enter the required range.
Format Code: Enter a mask, if required. A mask is a sorting device that sorts out calculations with particular features from the range of calculations you have selected. The title of the screen indicates the sequencing method selected.
Masking
Page Setups
How to Preview a Report
Back to Print Reports Options
Print calculations by batchNot available in Accountants Office
How to access Print Options to print a batch of calculations
Click Reports > Print Reports.
From the Print Options screen, click [Batch].
Select the options to be included and excluded in the report, and click [OK].
From the Print Batch index select the calculations to be included in this report and click [OK].
At the Preview / Print screen select the print options and click [OK].
Print Batch index
This index lists all the calculations in your Tax Calculator ledger. A specific number of calculations may be selected for this report.
Toggle: This is used for selecting specific calculations for reports. Highlight the required calculation, and click [Enter] or [Alt+T]. A tick, displayed to the left of a calculation indicates that it is selected. To de-select a calculation highlighted the selected calculation and click [Enter] or [Alt+T]. The tick is removed indicating the calculation has been de-selected.
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To reorder the calculations in the index click on the column headings or to use the shortcut keys, click [Alt+underlined letter]. |
Page Setups
How to Preview a Report
Back to Print Reports Options
Payments ScheduleNot available in Accountants Office
If the Estimate being printed has PAYG Instalments to pay, then the Payments Schedule dialog will open.
Estimated lodgment date: The default date for this field is the system date, today's date. Accepting the default date will provide a Projected Payments Report based on today's date plus a calculated number of days for the assessment to issue from the Taxation Office. If the date of lodgment is to be a date other than today's date, if should be entered in the format DD-MM-CCYY. If PAYG Instalments payable are not detected then the Projected Payments dialog will not be offered.
Method of Calculation of Instalments: If the system detects that Instalments are applicable, the "Method of Calculation of Instalments" field will default with a "Q". If the payment of PAYG Instalments is not quarterly, it can be edited and a different method selected from the list at the field.
Use the [Up] arrow to move to the field and click [F10] to display the list which contains these options:
After selecting the relevant option, click [OK] to continue with the routine.
The Preview/Print screen opens. Here, select the required printing options.
How to Preview a Report
Back to Print Reports Options
Exceptions ReportNot available in Accountants Office
An Exception Report is offered to be previewed or printed following the preparation of a Tax Estimate. During that calculation the system may detect inconsistencies in the data entered and as it finds these inconsistencies, it builds up the report.
To print an exceptions report click Reports > Exceptions Report. And select to Preview or Print.
This report is continuous in that if you do not choose to clear it for this particular estimate, it will maintain itself and add all additional estimate anomalies it finds.
The Exceptions Report routine lists the details pertaining to each calculation performed and explains which data entry area(s) may be deficient or illogical under current tax legislation. Such anomalies in calculations may lead to an incorrect tax calculation.
After selecting this option, the Output Selection screen opens. Select the printing options for this report.
The system checks each calculation, and if it finds anomalies, will include it in the exceptions report. Messages available in the report are:
PP averaging does not apply.
Second year taxable income for averaging must be greater than the first.
Superannuation contributions cannot create or add to a loss.
Gifts cannot create or add to loss.
Amount claimed for spouse and sole parent rebate exceeds the maximum allowed.
Both spouse and housekeeper rebate claimed. Is this correct?
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If the report is printed to screen, Preview options are displayed on each page.
On exiting the report, you are given the opportunity to delete the exceptions report. |
Every time a calculation is performed, the system checks for anomalies such as those detailed above. If any are found, you are prompted to view the Exceptions Report at the end of the calculation (alternatively this can be viewed from the menu options).
If a range or batch of calculations is being printed and the system finds anomalies, the prompt to view the Exception Report is displayed at the conclusion of the range or batch print.
MaskingNot available in Accountants Office
A mask is a sorting device, defined by the user, for the purpose of sorting a group of letters or items with common features from your ledger.
For example
If you enter the characters [A*], all those items with codes beginning with A will be included. An * and ? can be used when extracting information. The ? substitutes a character where as the * substitutes all characters after the selection. For example, if you enter the characters [??A*], all those items with an A in the third position of the code will print.
The characters that may be used when entering a mask are:
Character | Description |
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* | an asterisk signifies 0 or more characters in that position |
? | a question mark signifies one character must be in that position |
- | the minus sign provides a reverse mask, that is, everything in the range except those with the mask will be included |
| | the pipe symbol means "or" which may be used when sorting with more than one sort key |
~ | the tilde symbol means "and" which may be used when sorting with more than one sort key |
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