changes.mady.by.user MartinW
Saved on May 30, 2018
changes.mady.by.user LouiseB
Saved on Apr 10, 2019
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These routines all occur on the Utilities menu:
Export Batch batch from Indexindex
Exporting Returns
Importing Returnsreturns
Export: Audit Updatesaudit updates
Pre-filling Tax Return data from Tax Agent’s Portal
Unlocking and Locking Returnslocking returns
BAS/IAS Importimport
MCS Import
Fund Return Importreturn import
(Series 6 & 8) Importing Account Transactions including Farm Accountsaccount transactions including farm accounts
(Series 6 & 8) Client GL Account Mappingaccount mapping
(AE, Series 6 & 8) Integrity Checkcheck
(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