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AE Tax only Menu level security (MLS) enables an administrator to control user access of menus and options in applications operated. Access to menus and options in Tax is controlled by allocating one or more security codes to the menus and options. Each user is assigned a particular level of security and will not be able to access any menus or options which have security codes higher than their level. For a listing of the menus and options to which menu level security can be applied in Tax Calculator refer to MLS in Tax Calculator. Menu Selection | MLS Code | Description |
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Utilities | PracSet | Control record Practice Defaults, Lodgment setup | ConIRMS | Control record Correspondence Preferences | ExpImp | Utilities/Export and Import returns | ExpImp | Utilities/Unlock and lock returns | ImpELS | Utilities/BAS/IAS and Super Fund imports | IntChk | Integrity check | SpecRout | Special Routines | UtlLock | Clear single user locks | UtlRec | Recalculate Schedule totals | Utilities > Practice Defaults | PracSet | Applies to all the options in the Practice Defaults sub-menu | Utilities > Lodgment Setup | ELSSec | Security | ELSDiag | Diagnostics | ELSTerm | Terminal | ELSMod | Modem | ELSProt | Protocol | Maintenance menu | MntCli | Clients | SelEdRet | Bulk Edit Return | MntRtn | Returns | MntEmp | Employees | MntUsr | User preferences | Maint | Tax Rates, Status Levels, Agents, Contacts | MntStd | Standard answers | MntNote | Substantiation notes | MntLet | Letter writing | Maintenance > Letter Writing | LetPrac | Tax Practice letters | LetInd | Index Master letters | TfrMastL | Transfer Master letters | Maintenance > Substantiation Notes | NotPrac | Practice notes | TfrMastN | Transfer Master notes | Preparation menu | PrepSch | Schedules | PrepSNot | Schedule Notes | PrepSDel | Delete Schedules | PrepCalc | Calculation | PrepAssD | Assessment details,
GST/PAYG Profile | Amend | Amend Return | PrepRap | RapidTax Not for Practice Manager users. | Preparation > Calculation | Calc | Estimate | CalcWIf | What-if | CalcOpt | Optimiser | AssList | Assessment summary | Lodgment menu | LodELS | Electronic | LodUpd | Update | LodStat | ATO statistics | LodMDue | Month due report | LodVATO | Verify ATO listings | LodOth | Other reports | MntTable | Table maintenance | BudMaint | Budget maintenance | Lodgment > Electronic sub-menu | ELSTag | Tag for Lodgment | ELSLodge | Lodge | ELSCheck | Checklist | ELSError | Error log | ATOLog | ELS Report | ATOLog | SBR Report | Lodgment > Other Reports | LodgATO | ATO letter | LodgPerf | Performance | LodgProg | Progress | LodgTab | Table | LodStat | FBT Lodgment | Reports menu | RepRtn | Print Return | RepSch | Tax Office copy PDF, Print Schedule,
Print ELD, Pro forma Schedules | RepNot | Print notes | RepFlex | Flexi reports | RepLet | Letters | RepLab | Labels | RepAud | Audit trail | IntEnq | Integration | Reports > Integration and Enquiries sub-menu | IntMAS | MAS integration | EnqIRS | Diagnostics |
Function | MLS Code | Description |
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Name and Address Organiser These codes are not for Practice Manager users. | CDSNaAd | Disables Transfer To CDS option | TaxNaAd | Disables Copy From CDS option | SelNaAd | Disables Select option | Returns Index | MntRtn | Disables Return Properties option | RtnNew | Disables New option | RtnDel | Disables Delete option | Return Properties | RtnDtls | Sets the Return Properties to Read only status and prevents editing. | RtnIRMS | Disables Correspondence Preferences tab | Return Security | RtnSecur | Access to secured returns | Agent Properties | AgeIRMS | Disables the Correspondence Preferences option on the Defaults tab | Print Job-stream | PrintPro PrintNew PrintDel PrintSet | Properties of the print job Creating new print jobs Deleting print jobs Setting the default print job. |
MLS in Tax CalculatorAE Tax only Access to menus and options in the What-If Calculator is controlled by allocating one or more security codes to the menus and options. Each user is assigned a particular level of security so that only certain menus and options are accessible to them. The user will not be able to access any menus or options which have security codes higher than the user's. Menu Selection | MLS code | Description |
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Calculations Index | CalcOpen | Open a calculation | CalcDet | View the details of a calculation | CalcNew | Create a new calculation | CalcDel | Delete a calculation | CalcCopy | Copy a calculation | CalcList | Print a list of the calculations | RepPrint | Print from the calculator | Utilities | Control | Control Record | ExpCalc | Export Calculations by Batch | ExpCalc | Export Calculations by Range | Recalc | Recalculate by Batch | Recalc | Recalculate by Range | ExpParam | Export Parameter Tables | ImpData | Import Data | Rebuild | Rebuild Data Files | Control Record | ContPref | Preferences | ContDefYr | Year Defaults | Control Record Year Defaults | DefRep | Report Defaults | Maintenance | MntParam | Parameter Tables | MntLett | Letter Writing | Parameter Tables | ParamDet | Details | ParamNew | New | ParamDel | Delete | ParamCopy | Copy | ParamList | List | ParamPrint | Print | AutoChng | Auto Change | Letter Writing | LetClient | Client Letters | LetMast | Master Letters | Reports | RepPrint | Estimate | | RepPrint | Print Reports | | RepParam | Parameter Tables | | RepExc | Exception Report |
MLS Code Copy MLS Code CopyAE Tax only These are the year end instructions for copying the MLS codes from the letter layout provided in Master Letters. Click Maintenance > Letter writing > Tax Practice letters. Open the letter titled MLS and highlight the entire contents of the letter. Click Edit > Copy. Click [Esc] until you exit from Tax and return to the Ledgers index. Move to the ledger to which MLS is to be added. Click Properties, Click Properties again.
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| If you are not offered the Properties option a second time then you do not have sufficient security to perform this change. |
Click MLS. From the MLS Properties screen, Click Edit > Paste. The contents of the MLS letter will be pasted into the MLS properties screen. Alter the MLS levels to reflect the needs of your practice. For example, to restrict access to the global Correspondence Preferences for your Practice, change the MLS code ConIRMS=0 to ConIRMS=5. Click OK to save your MLS settings.
Security Level Applied to ReturnsAccountants Enterprise and Series 6/8 only Returns are not accessible if the user's Security Level is less than the security level set for the return. From the open return or from the Return index click Return Properties > General Tab. Enter a value in the Security Level field.
Only a person with equal or higher security can operate on a return that has a Security Level set. Users with a lower security level than that set for the return will NOT be able to: Edit the return Delete the return Print the return View the return View the [Shift+F2] summary of the return Validate the return Export the return Run an estimate on the return Output the return for ELS.
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| Applying a Security level differs from using a LOCKED return. A secured return is unavailable to users whose security level is lower than the Security level set for the return. There is no need for the user to unlock and re-lock a return each time it is accessed. |
User Accounts Drop down lists of valid dataWherever possible MYOB Tax allows you to select from a list of codes and descriptions valid for the field you are completing. In some cases the descriptions need to be abbreviated. For the expanded descriptions for some that have been abbreviated, click these links: For the Trust return front cover refer to Types of trustsIncome codes at item 24 Label Y-Other income category 1Income codes at item 24 Label V-Other income - Category 2 Other Deductions claim codes at Item D15-Other Deductions Type of Loss at Item P9 Label G Type of lossAccount phase codes and description refer to Member Information Details worksheet xF Click the Code column heading to reverse the sequence of the list. To print a selection list as it is displayed, click File > List.
Searching Occupation Codes and ATO-ANZSIC codeThe list of occupation codes is large. To make searching easier, simply key a word into the field provided and click the Search or [Alt+a] to display a list of all entries containing that word and from which to select the relevant one. For example, with the Occupations list displayed key 'Manager' into the Search field and Tax will locate all Occupations that contain the word Manager. The Search function works the same way for ATO-ANZSIC codes; for example if you searched on the word 'growing' a list of matching entries are compiled from which to make a choice. Types of trustsA trust which has the meaning given by section 1209L of the Social Security Act 1991. Click this link for the ATO website information.A managed unit trust in which interest in the income and capital of the trust are represented by units.Public unit trust when the activity involved is investment and the public are unit holders.Services/management; Trading; Investment
A trust which is neither a fixed trust nor a hybrid trust and under which person(s) benefit from income or capital of the trust upon the exercise of a discretion by person(s), usually the trustee.Trust administered by an executor under a will.A trust in which persons have fixed entitlements to all of the income and capital of the trust at all times during the income year. Fixed entitlements are as defined in section 272-5 of Schedule 2F of the ITAA 1936.A fixed trust in which interest in the income and capital of the trust are represented by units.A trust which is not a fixed trust but in which persons have fixed entitlements to income or capital of the trust during the income year. Fixed entitlements are as defined in section 272-5 of Schedule 2F of the ITAA 1936.Trust created for the purpose of financing or acquiring an interest in the operation and/or development of a business or project rather than for purely investing purposes.A fixed unit trust which is a widely held unit trust at all times during the income year and in which any of its units were listed for quotation in the official list of a stock exchange in Australia or elsewhere during the income year. A widely held unit trust is as defined in section 272-105 of Schedule 2F of the ITAA 1936.A fixed unit trust which is a widely held unit trust at all times during the income year and in which none of its units were listed for quotation in the official list of a stock exchange in Australia or elsewhere during the income year. A widely held unit trust is as defined in section 272-105 of Schedule 2F of the ITAA 1936. Return selectionFrom this list of returns, current year returns may be selected for processing. Double click on each return that you want to include in the process. When the returns have been selected, click OK to continue. MAS IntegrationAccountants Enterprise and AE Tax only The MAS Integration routine is used for transferring summarised account balances from Management Accounting System (MAS) financial statements and for integration into specific tax returns. How to access MAS Integration: Highlight the return to which the Tax/MAS data will be imported. Click Reports > Integration > MAS Integration or
for Tax Homepages users select the
MAS Integration link from the navigation bar.
The warning message is important. It informs you that if you have commenced editing the return imported values may overwrite those you have entered. You are advised to check the return prior to lodgment.Navigate and select the relevant MAS ledger. If you are processing an individual return you need to select to import either Business income or Personal services income. Click OK to transfer the balances. | UI Text Box |
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| MAS details should only be imported once financial accounts have been completed. After MAS integration is completed, any subsequent changes to financial statements will not be reflected in tax returns unless the MAS routine is repeated. |
Master Password SecurityWherever you are prompted for the Master Password you must type it correctly to use the function that is protected. (AO) Initially the Master Password is blank. Whilst the Master Password is blank this prompt will not be displayed. The master password is maintained on the Control Record Password tab. Security Share (or Distribute) OptionThis option only occurs when processing P or T forms, Capital Gains worksheets or the Rent and Rent Deductions schedule. Amounts in the 'Statement of Distribution' section in a T or P form relating to beneficiaries or partners can be copied by Tax to the beneficiary's or partner's return. The returns for these beneficiaries or partners must exist in Tax and the relevant TFNs entered in the 'Statement of Distribution' section for this routine to be carried out. The share for those partners and beneficiaries not serviced by the tax agent, will be displayed and printed in the main tax return only. When in a T or P form, click Distribute or [F8] to execute the distribution. When in a Rent schedule, click Share to execute the sharing of amounts to other owners of the property on your system. | UI Text Box |
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1. For a 'Rent and Rent Deductions Schedule' attached to a Trust return, clicking Share causes warning messages. Click OK to continue.
2. Share of net income to beneficiaries of this Trust should only be distributed through the Trust Statement of Distribution.Browse DialogThis Browse Dialog opens only once, the first time you access this function. It allows you to select a location from which to source the files for import. Thereafter, the location is remembered and this Browse Dialog is bypassed.
To alter the location click Browse when it is available for selection.
Text Letter WritingTax contains a set of proforma letters called Master Letters. Many forms and correspondence regularly used by tax agents are contained in the master letters, for example, invoices. Using these letters as the basis for your regular correspondence and reporting will save time for your tax practice.
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(AE Tax) Tax Calculator, Tax Tracking and Client Database also contain a proforma letters. |
The Master Letters cannot be made to suit the particular needs of your practice until they have been copied over to Practice Letters where their format and information may be modified.
The Practice or Client Letters contain embedded fields.
(AE Tax) For information on these refer to Letter Writing fields. For an index of word processing functions, refer to Word Processing.
Click Maintenance > Letter Writing > Transfer Master Letters.
Transfer the Master letters to become Practice Letters.
The Format code prompts for a master letter code range to be entered; the default is from first to last. To accept the default click [Enter] twice. If you want to transfer a single master letter and you know the code for it, type the code and click [Enter]. You are then required to enter the code of the master letter again and click [Enter] to continue.
Accepting the defaults (first and last) means that all the master letters will be transferred and become practice letters.
Tax then asks you to select a mask. Enter a mask if this is applicable to your practice.
The mask you key in here operates exactly the same way as an office index mask. For example, let us presume you wished to transfer all the master letters which contain the characters 'List' in their letter code. If you key in the mask *List* (and select to transfer from the first to the last master letter) all those master letters with the characters 'List' in their letter code would be transferred. So master letters such as 'AssList' and 'SList' would be transferred to the practice letters.
If you do not wish to key in a mask, then click [Enter] to bypass this field.
Transfer?This prompt allows you to select Yes to transfer letters one at a time. The Transfer? prompt will display after each letter is processed.
If you have nominated to transfer two or more Master Letters, select All to complete the process.
If you have previously transferred a master letter(s) and you are transferring it again, or if a letter you are transferring from master letters has the same code as an existing practice letter, Tax asks if you wish to replace the existing practice letter with the master letter. Select Yes to continue.
The Transferring window displays to indicate the routine is running. When the master letter(s) are transferred, you are returned to the main window Tax.
(AE Tax) Fields available for word processing
How to select the Letter Writing option
Text Letters used by the PracticeClick Maintenance > Letter Writing > Practice Letters.
The list of practice letters displays and the menu options have changed to suit letter maintenance.Select a specific practice letter highlight it and click [Enter]. The Letter window opens showing the code and description of the letter you have chosen.
The
Description can be edited if necessary.Click [Enter] to proceed. The practice letter you selected will be displayed.
The menu options provide the word processing functions. At the base of the screen, there is a red bar indicating the row and column for data entry.
To save the changes to practice letter, click File > Save. OR
To create a letter, save the current letter with a new name, click File > Save As.How to select the Letter Writing option
Letter IndexAE Tax only
This is the list of text letter-style reports (layouts).
For example, in Tax Tracking the layouts that support the Overdue steps report are OutStga, OutStge and OutStgi. If you have copied the master versions as a client set and customised to suit your practice’s reporting requirements, you may select the required layout for your report from this list.
On this window and from the right click menu:
Open: Opens the text for the letter for editing.
Properties: Provides detail on an existing client letters. Master letters must be transferred to client before properties may be viewed.
New: Creates a new letter with a new code and description.
Delete: Deletes an existing practice letter. Only Client letters may be deleted.
Cancel: Exits the window
List: Right click to print a list of your text letter layouts.
Adding or Editing a letter layout in Tax TrackingAE Tax only
This dialog allows you to enter the identity details of a new letter layout that you are creating or to change the identity details of a letter you have copied from the master set.
How to select the Letter Writing optionClick Maintenance > Letter Writing > Index Master Letters.
On the Preview/Print screen select screen preview, printer or print to file.
Click [Enter].
The Format code allows you to restrict the entries listed by matching against a mask that you enter. Alternatively, click [Enter] to list all the entries.
If you wish to see only a specific list of master letters, enter the codes of the first and last master letter to be viewed. Only the letters in between the range of the specific codes entered are displayed.
A mask facility also appears where you have the choice of entering features for specific access to data.
The index of master letters now prints in the manner you selected.
Mask Facility
Copy Practice Text Letters to Tax Letters in WordTo convert your Practice letters to Tax Letters:
Open a blank Word document by clicking Tax Letters > Create New.
Open the index of practice letters, click Maintenance > Letter Writing > Practice Letters.
Highlight the practice letter and click [Enter] twice. The Practice Letter text editor opens.
Highlight the content of the letter and copy it to the clipboard.
Paste the content into your blank Word document.
Replace the Practice Letter Writing fields with the MS Word Mergefield. (AE Tax) Refer to Tax mergefields
CDS Practice LettersAE Tax only
You may create your own Practice Letters or Layouts which can be used when printing reports, or you may edit existing Master Letters. You may only edit a Master Letter/Layout if it is transferred to Client.
Click Maintenance > CDS Practice Letters
A list of your practice letters displays. You may edit any of these layouts to suit your practice's requirements.To add your own practice letters click New or click [Ctrl+Insert].
In the Letter properties window enter:
Code: An eight character alphanumeric to identify the practice letter in the index.
Description: A forty character alphanumeric field; enter a precise description for the practice letter you are adding.Click [Enter] or OK to save the letter on the Select Letter index.
Highlight the letter and click Edit to enter the content.
To save the practice letter using the same name click [F6] or
to save the letter you have just edited under a different name, click Save As and you will be prompted to enter the new code and description.Back to Client Data (CDS)
Letters TextAE Tax only
In this window, type in the text you wish to print in this letter.
Text (or layouts) usually contain specific fields to define what information is to be extracted from the database. This data may be included using Letter Writing fields to derive the relevant names and addresses of clients. You may also define fields for variable data; these are known as accumulators and may be accessed by clicking Utilities > Letter Writing Variable Definitions.
Basic editing includes:
To save the text and close the window click [F6].
To exit the window without saving any text or changes click [Esc].
To insert text within the letter click [Insert].
To return to overtype mode click [Insert] again.
To include values in the letter from your database use the letter writing fields. For example,
Client full name (D196): ^D196
initials (D168): ^D168
given names (D191): ^D191
surname (D192): ^D192
The word processing functions to edit and save the text are set out in the System 4.1 Enhanced Printing and Letter Writing Guide. This guide refers to practice letters as client letters.
CDS Practice Letters
Letter Writing Variables ListAE Tax only
This window lists the 30 variables (or accumulators) in CDS, which allow you to define fields that can be used when writing letters. These variables translate into information that may be text, numeric values or dates.
To open the Letter Writing Variable Definitions window click:
Utilities (or [Alt+U]) > Letter Writing Definitions, or
Reports (or [Alt+R]) > Print Letters > Variables button.
The word ‘Undefined’ displays for those variables that are not yet used. The system definitions are examples only and can be modified to suit your practice.
Highlight the variable you wish to use and click Properties to open the Edit Letter Writing Definition window. Refer to Edit Letter Writing Definition.
Choose this option if you wish to remove the definition from the variable. The variable will be reset to ‘undefined’ and may be redefined at a latter stage.
Exiting the Letter Writing Variable Definition Window
Click Cancel and you will be prompted to save any changes made by clicking Yes.
Edit Letter Writing DefinitionAE Tax only
This window allows you to edit a letter writing variable to suit your requirements.
Type: Enter the type of data that you wish to define. Click [F10] or select the sort direction icon to open the list of options; addresses, relations, numbers, names and sort views
Code: A ten character alpha field; enter the code type for the field that you are defining. Click [F10] or click the ellipse to open a list of options. If for example you chose an address type, the Select Address Entry table opens for you to select an address. Highlight the item required, and click Select or [Enter].
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The list or table that displays depends upon the type of data selected in the previous field. For example, if you selected addresses in the previous field, click [F10] in the Code field to display a list of address type codes. |
Field: Enter the one-letter code for the field that you are defining. For example, to define an address, click [F10] to display a list of options. Here you can select from say, the C/- token, the addressee, and lines 1 to 4 of the address.
Use default address if not found: If you select this checkbox, the default address defined in the control record will be used when printing letters/labels for a particular contact if the current address is not found. For example, if you are printing letters/labels for contacts, and you are using the alternate address for all of them, if a contact does not have an alternate name, it will use the address you defined in the control record. Select this checkbox only if you wish to use the default address you defined in the control record as a replacement for the address you are currently adding. An * will display next to the address on the index when this option has been used.
Back to Reporting from CDS
Index Master LettersAE Tax only
From the Index of Master Letters may preview or print a list of all the master letters in CDS.
The Mask field prompts allows for specific master letters to be listed. For example, if you enter the mask LS*, then only those master letters which have codes beginning with LS will be listed.
Mask Facility
Transferring Master LettersAE Tax only
Central Database provides a series of letter templates (called Master Letters) which contain the layout of letters and reports provided with the application. The layouts or structure of these reports are stored as master letters. Master letters cannot be edited or deleted.
You can transfer the required master letter to CDS Practice letters and edit the practice letter (which becomes a Client letter); or you can create your own letters from the CDS Practice letters index. From the Maintenance menu (click [Alt+M]) you will notice three options: CDS Practice Letters, Index Master Letters and Transfer Master Letters.
Click Maintenance > Transfer Master letters. The Format Code window opens.
Enter the range of master letters you wish to transfer by typing in their codes:
Enter the code for the beginning of the range and click [Enter].
Enter the code for the end of the range and click [Enter].
To use the default range, from first to last, click [
Enter] twice.Enter a mask or click [Enter] to bypass this field.
A query displays offering the options Yes, No, Cancel and All. Select All to transfer all letters automatically.
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IF a master letter has the same code as one in practice letters, you must confirm the transfer of that letter by selecting Yes. This will overwrite the practice letter with the one being transferred. |
CDS Practice Letters
Index Master Letters
Mask Facility
Word ProcessingAE Tax only
For information on the variables that may be included in your letters and reports refer to Fields available for word processing.
To block a group of characters to copy, delete or bold:
With the keyboard, click [Shift] + right arrow key (or [PgDn])
With the mouse, drag the mouse over the text.
To unblock a group of characters:
With the keyboard, click [Esc]
With the mouse, click on another part of the document.
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If any text is blocked then you will not be able to save or cancel the document. Click into the document to remove the blocking and repeat the save operation. |
Type the text then click [F3] or select the Layout menu then select Centre. A diamond displays at the end of the text to indicate that is it centred.
ClipboardThe clipboard is a temporary storage area and contains the last text that you cut, deleted or copied. The clipboard is cleared when you close the application.
If you delete, cut or copy text, Tax places the relevant text in the clipboard.
Cut, Copy and Paste
Cut, Copy and Paste apply when preparing document layouts and notes.
To Copy text, block the text then:
Click [Ins], or
Click Edit > Copy.
To Cut (delete) text, block the text, then:
Click [Del], or
Click Edit > Delete.
To Paste text, move to the area where the pasted text is to appear, then:
Click [Ctrl+Insert], or
Click Edit > Paste.
Use [Ctrl] if NumLock is on, and [Shift] if NumLock is off.
The Decimal (Dec) Tab function can be used when preparing document layouts and notes to align numeric values entered on the basis of the decimal point.
To use the Dec Tab function, it is necessary to establish:
The format mode by use of the [F7] key.
Highlight the format line where the decimal point is to align, and click [Shift+F4] keys.
Click [Enter] is necessary at the end of the format line to determine the page width.
When entering details in WP mode:
Type the text or description and
Click [Shift+F4] to move to the Dec Tab position and
Enter the numeric value.
Font styles italics, bold, underlined, shadow
If you are bolding (underlining etc.) more than one character, block the text and bold the block. Make sure that the printer you have selected support these enhanced printing functions.
Attribute and key combination to turn on and off:
Bold [Ctrl+B]
Italics [Ctrl+I]
Underline [Ctrl+U]
Shadow [Ctrl+S]
To remove bolding, underlining etc. block the text and click [F5] and the blocked text is returned to normal.
To enter Format Mode Click [F7].
This determines the width of the page, tabs, and Decimal Tab positions. The next lines are in WP mode.
You can also select the Math mode by clicking [F8].
If you have a document covering several screens, use the Go To option to go to a specified screen number.
You can import text saved in ASCII format. Saving as ASCII format removes control characters.
To import text into an open document:
Click Edit > Import text or [F9].
Navigate to the location of the file you want to import.
Click [Enter].
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The imported text is inserted into the open document. That is it does not overwrite the contents of the document. |
To indent a paragraph:
Move the cursor to where you want the paragraph to be indented. For example, click [Tab] to indent one tab stop.
Click [F4]. An arrow displays before the paragraph.
Alternatively, establish the tab positions in the format line.
Use the Maths mode to add, subtract, multiply or divide amounts in a note or document.
Firstly key any text and the values you wish to either add, subtract, multiply or divide. Ensure that there is a carriage return after each amount.
Then move the cursor to the left of the first value to be calculated and click [F8] or click WP/Maths from the Mode Menu. Then type the maths symbol for the required function:
+ Add
- Subtract
* Multiply
/ Divide
Down arrow to the next amount in the column and type the required Maths symbol again and continue until each figure in the column has been dealt with.
A running total will be displayed in a column on the far right of the screen.
Move the cursor to where the total is to be displayed and type =.
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If you want the total to be integrated to the tax return, you will need to key a hash symbol, #, immediately before the total. For example #10,000 would integrate 10000 to the tax return and print as $10,000 in the Note. |
Page Layout and page breaks
Move to the point where you want an indent to start, then:
Click [F4], or
Click Layout > Indent.
To start a new page, insert a page break by:
Click [F2], or
Click Layout > Page.
The width of a document is determined by the #es in the first line. The default is for an A4 page.
To change the width of the document:
Move to the first line with the hashes (#).
Add or delete # as required.
To change the style applied to one or more lines:
Block the lines of text
Click Character on the menu bar. The list of paragraph styles will depend upon the type of Page Setup in use.
Select one of the styles, for example Heading 1.
Click [Esc] to exit without saving your changes and confirm that this is your intention.
Click File > Save as and enter the code and description for a new document or click [F6] to save the current document.
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If any text is blocked then you will not be able to save the document. Click into the document to remove the blocking and repeat the save operation. |
Search and Replace Text
Use this option to search through the current document or note to find selected text (and replace it by specified text if required).
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It searches from the current insertion point forward. |
To Search:
Click [Ctrl+F5], or
Click Edit > Search.
Type the text to be found.
Tick Match case checkbox to search for text exactly as you have written it.
To Replace:
Click [Ctrl+F7], or
Click Edit >
Replace.Type the text to be found.
Type the text to be inserted in place of the found text.
Tick Match case checkbox to search and replace text exactly as you have written.
This procedure applies only to letters and not notes.
To start the next line on a new page, insert a page break at the end of the current line. To do this:
A character is inserted in the letter to indicate the new page.
This word processor works in typeover mode, that is, if you are at the middle of a word and begin typing, you will type over what is already there.
To insert a character
At the point where the new text is required, click [Ins]. This marks the insertion point and the text after this point disappears.
Type the new text then click [Ins]. The text which originally appeared at the insertion point is restored.
Fields available for word processing
Invoice Layout in a text letter
How to use schedule fields in a text letterAE Tax only
To use an embedded field in a document, enter a caret ^ before the field code.
The following is an example of an invoice.
^2Date <-- Date (read date fields)
^A193 <--
^A194 <--Mailing address (read return fields)
^A195 <--
^A196 <--
Ref: ^A101 <-- Return code (read return fields)
Preparation of '^A106' Return <-- Form type (read return fields)
Dear ^A197 <-- Salutation (read return fields)
This test document is to demonstrate how your practice can prepare an invoice using the word processing features of Tax.
An invoice amount can be included and invoiced. In this example you are about to be invoiced for the following amount $^A127. This figure can be included at GST inclusive invoice amount under Return Properties > PAYG/Lodge Tab for the return.
The estimate of your tax payable for this year is $^#14. This should be included on your notice of assessment issued by the ATO.
#14 is tax payable or refundable (read system fields)
(As per ^D491) A127 is the invoice amount read return fields)
Practice name
Fields available for word processing
Schedule Fields in Text letters and Flexi ReportsAE Tax only
The information entered at items in returns and schedules can be used in reports and letters produced using Reports > Flexi Report. But not in the same way as letters produced using Reports > Letters option.
Fields are identified by codes. For example, the field for Tax File Number, for example, has the code A103.
To give two ways to find the field codes:
To find the code for a field while in an open return or schedule, click [F9]. The blank Note screen which is displayed shows the field code at the right hand end of the title bar. To close the note unedited, click [Esc] and select to exit the note.
The list of the field codes for the main schedule types are accessible in the Help from the Index Tab. To find them click the alpha grouping ‘T’ at the top of the Index list then arrow down to the tag image you want and click [Enter].
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For Forms I and T, the Excepted net capital gain field - E224, is used to calculate the estimate only, and will not be printed. If the taxpayer has Excepted Net Capital Gain, complete an Other Attachments schedule to advise the ATO of the details of this income. |
Text Letter Writing
Tax mergefieldsAE Tax only
These are frequently used Tax letter Mergefields and their Practice Text Letter equivalents to assist you to convert text letters:
MS Word Date field: is the same as the Practice Text Letter Code ^2Date
Salutation: is the same as the Practice Text Letter Code ^A197
Client_Code: is the same as the Practice Text Letter Code ^A102
First_Names Surname: is the same as the Practice Text Letter Code ^191 and ^190
DOB: is the same as the Practice Text Letter Code ^C120
TFN: is the same as the Practice Text Letter Code ^A103
Tax_Return_Year: is the same as the Practice Text Letter Code ^A104
Form_Type: is the same as the Practice Text Letter Code A106
Partner_Name: is the same as the Practice Text Letter Code ^A114
Form_Type: is the same as the Practice Text Letter Code ^A106
Tax_Level: is the same as the Practice Text Letter Code ^A118
Est_IT_Tax: is the same as the Practice Text Letter Code ^A122 or ^#14
Co_Est_Tax: is the same as the Practice Text Letter Code ^122 or ^#14
Est_Fund_Tax: is the same as the Practice Text Letter Code ^122 or ^#14
Taxable_Inc: is the same as the Practice Text Letter Code ^A124
Tax_Assessed: is the same as the Practice Text Letter Code ^A125
Assessment_Payable_Date: is the same as the Practice Text Letter Code ^A141
Addr_Line_1: is the same as the Practice Text Letter Code ^A193
Addr_Line_2: is the same as the Practice Text Letter Code ^A194
Addr_Line_3: is the same as the Practice Text Letter Code ^A195
For the full list of text letter fields refer to Fields available for word processing.
Fields available for word processingAE Tax only
The fields and variables listed here can be specified in text documents to print the information as described:
System FieldsThese variables can be specified in text documents to print the information shown:
Variable | Description |
|---|
@Date | The system date in the format 30/10/02 |
@Time | The system time in the format 03:44:32:43. |
@Client Code | The client code of the ledger currently open |
@Application | The application code of the ledger currently open |
@Client Name | The client name of the ledger currently open |
A6 fields | To include an A6 field determine the current status of the field by clicking [F9] at the relevant Tax Step of the Return. |
The date can be formatted in fifteen different ways. The 'D' in the date field is used to determine whether the date is printed in upper or lower case.
Format that may be used when printing a date:
Field | Sample/Format (using 2009 as an example) |
|---|
^Date | 19/05/2009 |
^0Date | 19/05'09 |
^1Date | 19/05/09 |
^2Date | 19th May 2009 |
^U2Date | 19TH MAY 2009 |
^3Date | May 2009 |
^4Date | May |
^5Date | 2009 |
^6Date | 19th May |
^7Date | 19th |
^8Date | 19th May 2009 |
^9Date | 19/05/09 |
^10Date | 09/05/19 |
^11Date | 19 (day) |
^12Date | Oct (abbreviated month name only) |
^13Date | 5 (numeric month only) |
^14Date | pp (two digit year) |
^15Date | th (day extension) |
These fields are available in most tax reports:
Field | Description |
|---|
#14 | Amount payable or refundable |
#15 | PAYG Tax payable ('NIL' when this amount is zero) |
#17 - #32 | Refer to Total Report. |
#59 | First two initials of an individual without full stops. Alternative to A198 |
#73 | Name of CONTACT1 for Client |
#74 | Name of CONTACT2 for Client |
#77 | PDF password |
#89 | Company /Fund Lodgment Classification in long format. A Flexi Reporting field to provide a translation of the Company and Fund lodgment (LOD) levels from 1-9 and A-K to Lod 1, Lod 2, Lod 3, and so on. |
#91 | Tax software version (Estimate Footer only) |
#94 | 'Refund' when C477 is negative otherwise 'Tax Due' |
#95 | Given Names and Surname (A189 + A191 + A190) of individual or entity name |
#96 | 'Payable' A125 is positive; otherwise reads 'Refundable'. |
#97 | A125 (amount payable) cannot be used ONLY to print its value. |
#98 | A125 (amount refundable) cannot be used ONLY to print its value. |
absA125 | absA125 can be used in numeric calculations in place of #97 or #98. |
Fields specific to the report or Flexi report as shown:
Field | Flexi Report | Invoice - when
Return printing | Letter printed with or without a Return |
|---|
#21 | - | Partner Name | Partner Name |
#22 | - | Manager Name | Manager Name |
#23 | - | Employee Name | Employee Name |
#48 | - | I/We | I/We |
#49 | - | Agent name | Agent name |
#52 | - | Agent phone number | Agent phone number |
#53 | - | Agent phone area code | Agent phone area code |
#54 | Name of Partner for Return | Agent phone | Agent phone |
#55 | Name of Manager for Return | Agent ABN | Agent ABN |
#56 | Name of Employee for Return | Agent ABN Division Number | Agent ABN Division Number |
#57 | Name of Agent for Return | - | - |
#58 | Name of Contact for Return | - | - |
#60 | Name of the Client to which the Return is attached. | Invoice number. This functions only when printing Returns to printer. In other situations the invoice number does not increment. | Name of the Client to which the Return is attached. |
#61 | Name of the Client to which the Return is attached. | | Name of the Client to which the Return is attached. |
#70 | - | Name of the Client to which the Return is attached. | - |
#71 | - | Name of the Client to which the Return is attached. | - |
The fields listed below are available for the Total report when the selections for the report are:
To locate these settings, click Reports > Flexi report > Properties > Layout. A sample report using this method is available by printing the Flexi report with the layout code 'Lodge'.
Field | Description |
|---|
#17 | First Total |
#18 | Second Total |
#19 | Third Total |
...and so on up to 16 |
#32 | Sixteenth Total |
Field | Description |
|---|
A101 | Return Code |
A102 | Client Code |
A103 | Tax File Number |
A104 | Year |
A106 | Form Type |
A107 | Lodged? |
A108 | Date Lodged |
A109 | Lodged This Run? |
A110 | Period Start Date |
A111 | Period End Date |
A112 | Status |
A113 | Date Status Changed |
A114 | Partner |
A115 | Manager |
A116 | Employee attached to a return |
A117 | Office Index |
A118 | ATO Level |
A119 | ELS Return? |
A120 | Tax Paid Last Year |
A121 | 1 PAYG Tax Paid Last Year |
A122 | Estimated Tax This Year |
A123 | Estimated PAYG Tax This Year |
A124 | Taxable Income |
A125 | Tax Assessed |
A126 | PAYG Tax Assessed |
A127 | Invoice Amount |
A128 | Amount paid on Invoice |
A129 | Amendment Number |
A130 | Lodged via ELS |
A132 | ELS Checklist? |
A133 | Amendment lodged? |
A134 | Delete on Rollover? |
A135 | Data Entry Complete? |
A136 | Offline - is the return exported? |
A137 | Is the return Secure? |
A138 | Company Classify |
A139 | Previous Title |
A140 | Date ELS Sent |
A141 | Date Due |
A142 | Date Tax Payable |
A143 | Date amendment lodged |
A144 | Agent |
A145 | Contact |
A146 | Date Printed |
A147 | Instalment Type Quarterly? |
A148 | Company or Super Fund Classification |
A149 | I/T/EFT Status |
A150 | ATO |
A151 | ATO Last Year |
A153 | Name Changed? |
A154 | Postal Address Change? |
A155 | Printed? |
A156 | ELS Accepted by ATO? |
A157 | 30% CCR Transfer form flag |
A158 | STS taxpayer? flag |
A159 | Sent for signature? |
A160 | ANZSIC Code |
A161 | Last year Taxable Income loss |
A162 | Last year Gross Tax Paid |
A165 | PAYGTaxDate1 |
A166 | PAYGTaxDate2 |
A167 | PAYGTaxDate3 |
A168 | PAYGTaxDate4 |
A169 | Australian Business Registration Number (ABN) |
A170 | Occupation Code |
A171 | Likely Tax This Year |
A172 | Use Agent EFT details? |
A173 | Application for refund excess credits? |
A174 | SFN of Fund |
A175 | ABN Division Number |
A176 | E-mail address |
A177 | Mobile telephone |
A178 | Fax area code |
A179 | Work Telephone area code |
A180 | Work Telephone |
A181 | Fax |
A182 | Occupation Description |
A183 | back-up Of Return (Original to amendment) |
A184 | back-up Return Codes |
A185 | Home Telephone area code |
A186 | Home Telephone number |
A187 | BAS Period |
A188 | IAS Period |
A189 | Title |
A190 | Surname |
A191 | Given Names |
A192 | ACN |
A193 | Mailing Address 1 |
A194 | Mailing Address 2 |
A195 | Mailing Address 3 |
A196 | Mailing Address 4 |
A197 | Salutation |
A198 | Initial(s) |
A199 | Alternate Salutation (Given Name) |
Field | Description |
|---|
A201 | Control Code |
A202 | Schedule Year |
A204 | ELS Lodgment Office |
A207 | ELS User ID |
A208 | Date password Change |
A210 | ELS Approval Code |
A214 | Agent Reference No. |
A218 | Previous ATO Office |
A219 | ATO Office |
A220 | I/We |
A263* | Australian Business Number (ABN) of practice* |
A264* | Division Number of practice* |
A267 | Start of standard financial year |
A268 | End of standard financial year |
A279 | Fax Area Code |
A280 | Fax Number |
A281 | ACN/ARBN Number |
A290 | Agent Name |
A291 | Contact Given Names |
A292 | Contact Family Name |
A293 | Postal Street Number and Name Line 1 |
A294 | Postal Street Number and Name Line 2 |
A295 | Previous Street Number and Name Line 1 |
A296 | Previous Street Number and Name Line 2 |
A297 | Alternate Address 1 |
A298 | Alternate Address 2 |
A299 | E-mail Address |
C385 | Postal Town/Suburb |
C386 | Postal State |
C387 | Postal Country |
C388 | Postal Postcode |
C391 | Previous Town/Suburb |
C392 | Previous State |
C393 | Previous Country |
C394 | Previous Postcode |
C397 | Telephone Area Code |
C398 | Telephone |
C399 | Ledger Name |
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The fields A263 and A264 print the ABN and Division Number of the practice using Flexi Reporting. To print the ABN and Division Number of the agent attached use the System Fields #55 and #56, also refer to System Fields.Agents, contacts, lodgment status and Standard answers (A601 - A691)
Field | Description |
|---|
A601 | Code |
A605 | Type (Agent, Contact, Return Status, Standard answer, Flexi Report) |
A606 | Schedule Type/Flexi |
A608 | I/We/SFS |
A609 | ELS |
A611 | Bank BSB Number |
A613 | Bank Account Number |
A620 | ELS Code |
A663 | Agent's Australian Business Number (ABN) |
A664 | Agent's ABN Division Number |
A679 | Mobile |
A683 | A683 Bank Account Name |
A681 | A684 Fax Area Code |
A685 | A685 Fax |
A686 | A686 Area Code |
A687 | A687 Phone 1 |
A690 | A690 Name/Description |
A691 | A691 Phone 2 |
Field | Description |
A701 | Employee Code of the user currently logged into Tax |
A704 | Default ATO lodgment office |
A725 | Default contact code |
A797 | Employee Name of the user currently logged into Tax |
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The employee attached to a return is A116. |
Front Cover Fields (C101 - C180)
Field | Description |
|---|
C101 | Return Code |
C102 | Gender |
C103 | Attachments? |
C105 | Resident? |
C106 | First? |
C107 | Final? |
C108 | Refund? |
C109 | Company/Trust/Fund Type |
C111 | Industry group (F form) |
C112 | Trustee Tax Payable? |
C113 | Section 16A Question |
C114 | EFT Election |
C115 | Variation Applied? |
C116 | Original Resident |
C117 | First S16A Year |
C118 | Assessment Number |
C119 | Section 158K Year |
C120 | Date of Birth |
C121 | Date of Death |
C122 | Date Last Super Contribution |
C123 | Date Released |
C124 | Assessment Issue Date |
C125 | Primary Tax Due |
C126 | PAYG instalment 1 date |
C127 | PAYG instalment 2 date |
C128 | PAYG instalment 3 date |
C129 | PAYG instalment 4 date |
C130 | Century Of Birth |
C131 | Amount of post-June 1983 ETP threshold previously used |
C134 | Item 3 Tax Amount |
C136 | PAYG instalment 1 amount |
C137 | PAYG instalment 2 amount |
C138 | PAYG instalment 3 amount |
C139 | PAYG instalment 4 amount |
C140 | Varied PAYG Tax? |
C141 | Partner/Trustee C/I |
C142 | Company in Liquidation? (C form) |
C143 | Number of PP Average Years |
C144 | I Dist PrtnrshipTrust |
C145 | PP Average 1Yr Prior |
C146 | PP Average 2Yr Prior |
C147 | PP Average 3Yr Prior |
C148 | PP Average 4Yr Prior |
C149 | I Eligible Business Income |
C150 | Postal Postcode |
C151 | I Other Eligible Tax Income |
C152 | Residential Postcode |
C153 | Hours Taken |
C154 | Previous Postcode |
C155 | Other Average 1Yr Prior |
C156 | Other Average 2Yr Prior |
C157 | Other Average 3Yr Prior |
C158 | Other Average 4Yr Prior |
C159 | Election Status 1 |
C160 | Postal Address |
C161 | Postal Address 2 |
C162 | Residential Address 1 |
C163 | Residential Address 2 |
C164 | Previous Address 1 |
C165 | Previous Address 2 |
C166 | Family Name of Spouse (I form)
Public Officer (C form)
Partner (P Form)
Trustee (T and F Forms) |
C167 | First Name(s) of Spouse (Form I)
Public Officer (C Form)
Partner (P Form)
Trustee (T and F Form) |
C168 | Previous Family Name |
C169 | Previous Given Names |
C170 | Partner/Trustee title (P, T, F forms only) |
C171 | Previous Partnership TFN (P form only) |
C172 | Type Source Amount Future |
C173 | EFT Account BSB |
C174 | EFT Account number |
C176 | EFT Account name |
C177 | FC Home Phone Area |
C178 | FC Home Phone |
C179 | Election Status 2 |
C180 | Election Status 3 |
Field | Description |
|---|
C401 | Return Code |
C402 | Primary Producer |
C403 | No. Average Years |
C404 | Year Prior Income |
C405 | 2 Year Prior Income |
C406 | 3 Year Prior Income |
C407 | 4 Year Prior Income |
C408 | Current Year Income |
C409 | Net PP Income |
C411 | IED Withdrawn |
C412 | Net Medical Expenses |
C413 | Life Assurance Bonus |
C414 | Reduced notional lease premium |
C415 | Net Salary Income |
C416 | Group Tax Deducted |
C417 | Zone Rebate? |
C418 | PAYG Tax Paid |
C419 | Pensioner? |
C420 | Unmarried Minor? |
C421 | Resident? |
C422 | Instalments? |
C423 | Eligible Income |
C424 | Tax on Trust Income |
C425 | Tax on This Year's Income |
C426 | Tax on PP Average Income |
C427 | Benefit from Average Income |
C428 | Pensioner Rebate |
C429 | Additional Threshold Income |
C430 | Primary Production Rebate |
C431 | Zone Rebate |
C432 | Term Income Rebate |
C433 | Spouse Rebate |
C434 | Child-Housekeeper Rebate |
C435 | Invalid Relative Rebate |
C436 | Parent/Spouse Rebate |
C437 | Sole Parent Rebate |
C348 | Student Child < 25yrs |
C439 | Other Children < 16yrs |
C440 | Relevant Rebate Amount |
C441 | Beneficiary Rebate Indicator |
C442 | Beneficiary Rebate? |
C443 | Marital status |
C444 | Days In Special A |
C445 | Days in Special B |
C446 | Days in Ordinary A |
C447 | Days in Ordinary B |
C448 | Gifts/Donations |
C449 | Salary Related Deductions |
C450 | Net Other Income |
C452 | Other Deductions |
C453 | Net Capital Gain |
C454 | Notional PP Income |
C455 | Section 59AB balancing charge |
C458 | Housekeeper rebate |
C459 | Total Heritage Conservation Rebate |
C460 | Film Industry Deduction |
C461 | PPS Tax Paid |
C462 | Average Income |
C463 | Spouse Taxable Income |
C464 | Total Other Rebates |
C465 | Capital Gains Tax |
C466 | Medicare Levy |
C467 | TFN tax paid |
C468 | Medical Expenses Rebate |
C469 | PAYG Tax |
C470 | Married? |
C471 | Sole Parent? |
C473 | Section 86 notional lease premium |
C474 | Foreign Tax Credit |
C475 | Unemployed/Sickness Rebate |
C476 | HECS Contribution |
C477 | Refund/Payable |
C478 | IED Tax Paid |
C479 | Remote Area Allowance |
C480 | Child-Housekeeper Rebate? |
C481 | Over 55 years? |
C483 | Medicare Half Exemption Days |
C484 | Tax-Free Threshold |
C485 | Rebate Unused Annuity Premium |
C486 | Lump sum 30% |
C487 | HECS Debt |
C488 | Non Rebatable Unused Annuity Premium |
C490 | Transfer Unused Spouse Rebate? |
C492 | Spouse/Child-Housekeeper/Dependant? |
Field | Description |
|---|
E105 | Super Rebate? |
E106 | Spouse a Pensioner? |
E107 | Sportsperson? |
E108 | Calculate PAYG Tax? |
E109 | Housekeeper? |
E110 | Threshold Months |
E111 | 1st Year of Averaging (Div16A) |
E115 | Spouse Days |
E116 | Days Full Medicare Exemption |
E117 | Sole Parent Days |
E118 | Housekeeper Days |
E119 | Child-Housekeeper Days |
E130 | Marginal Tax Rate |
E137 | Abnormal Income |
E138 | Spouse SNI |
E139 | Child-Housekeeper SNI |
E141 | Post-June 1983 taxed component of ETP |
E142 | Post-June 1983 untaxed component of ETP |
E143 | ETP at 0% (Other than Death Benefit ETP) |
E145 | ETP at 15% (Other than Death Benefit ETP) |
E147 | ETP at 20% (Other than Death Benefit ETP) |
E149 | ETP at 30% (Other than Death Benefit ETP) |
E150 | Exempt Foreign Source Income |
E151 | Average Tax Rate of Australian Tax |
E152 | Sports 4 Year prior Income |
E153 | Sports 3 Year prior Income |
E154 | Sports 2 Year prior Income |
E155 | Sports 1 Year prior Income |
E156 | Life Ass/Friendly Society Rebate |
E157 | Income in Arrears Rebate |
E158 | Low income earner's rebate |
E159 | Other Rebates |
E160 | Residency Question? |
E161 | Social sec/Veteran type of pension |
E163 | Total Primary Tax on Taxable Income |
E164 | Total Rebates |
E168 | Franking Credit |
E170 | Foreign Employment and Pension Income |
E171 | Other general net foreign source income |
E172 | Superannuation Contributions |
E173 | Total Assessable Income |
E174 | 5% Assessable Income |
E175 | Friendly Society Bonus |
E176 | Net Average Eligible Income |
E177 | Superannuation Rebate |
E179 | Div16A Year |
E180 | Eligible Salary Income |
E181 | Eligible Other Income |
E182 | Higher Education Contribution Scheme amount |
Create a Flexi Report Layout
Invoice Layout in a text letter
Invoice Layout in a text letterAE Tax only
The Invoice Layout Selection screen displays when you select to print an invoice from the Print Return screen.
There is one invoice layout available for an entity (where the taxpayer is a Company, Fund, Partnership or Trust).
If a layout other than the four default layouts is required, click Edit then [F10] for an index of practice letters from which to choose.
At the Starting Invoice Number field, you may enter an invoice number. The maximum available field length is ten numeric characters. The invoice number is augmented by one with every subsequent invoice printed.
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Make sure that the field ^#60 which is the special field designed as the Invoice number accumulator, is included in any layout chosen otherwise no Invoice number will be printed.
To do this, click Maintenance > Letter Writing > Practice Letters.
Select the desired layout from this Index and type ^#60 at the position you wish the invoice number to print.
Where it is required to preface the invoice number with a description (for example, 'Invoice No.'), this description should be typed before the ^#60. |
The invoice field is only available when an Invoice is printed to the printer and only when printing from the Print Returns option in the Reports menu. It cannot be used if you are using the Letters option in the Reports menu.
Example of a text letter Invoice
^2Date^A193 See word processing fields to view
^A194 the fields available
^A195 for use in document or note preparation
^A196
Ref: ^A101
Invoice Number: ^#60 for Preparation of ^A106 return
Dear ^A197
This document is to demonstrate how your practice can prepare an invoice using the word processing features of Tax.
An invoice amount can be included and invoiced. In this example you are about to be invoiced for the following amount $^A127. This figure can be included for a return after selecting the invoice option when adding a return.
The estimate of your tax payable for this year is $^#14. This should be included in your notice of assessment issued by the ATO.
(As per ^D491).
Fields available for word processing
Office IndexUsing the Office Index, Tax can sort client and return information for you. Enter a mask, up to 8 alphanumeric characters, to represent details of a client or return (such as type of return, new client, etc). Unused spaces can be blank. Tax will sort and group clients according to each of these characteristics.
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Characters must be entered in the correct order (the same order each time), otherwise the sorting (and therefore reporting) is meaningless. |
This shows the office index set up to sort on these information types:
Position of Office index | Description of character | Examples of possible entries |
|---|
1st | Partners | 1 2 3 4 |
2nd | Managers | 1 2 3 |
3rd | Type of return | I C T P |
4th | New client this year | Y (Yes) N (No) |
5th | Type of industry | W (Wage Earner)
P (Primary Producer)
M (Manufacturer) |
6th | FBT | F |
7th | Land Tax Client | L |
8th | PAYG Tax Payer | P |
So a new wage-earning client assigned to partner 1 and manager 2 for whom you are preparing an I return would have office index 12IYW.
Mask Facility
Office Index Mask
Office Index MaskThe Office Index Mask is used for sorting and reporting.
In the Office Index Mask, enter the sort character(s), then enter a ? in place of the other characters. Doing this means that sorting will proceed according to the characters that you entered.
Example: To print a report of new clients this year in the Office Index, the Office Index Mask would be ???Y???? or ???Y* (where * represents any character following the ?'s).
To print a report of new Individual Return clients this year, the Office Index Mask would be ??IY???? or ??IY*. New P clients would be ??PY???? or ??PY* etc.
Office Index
Mask Facility
Mask FacilityThe Mask facility allows the user to select data by matching against specific character contents. For example, select a set of returns to print by matching return codes against the mask.
Masking is currently available for the following:
Special characters that can be used to select groups of codes include the following:
Special Character | Meaning when used to match against groups of codes |
|---|
* | asterisk signifies that 0 or more characters must be in the position |
? | question mark signifies that 1 character must be in the position. |
- | minus negates the mask and may be used at each mask selection defined or separated by a pipe or tilde. |
| | pipe means 'or' |
~ | tilde means 'and' |
Examples of the use of a mask:
Mask | Meaning |
|---|
H???i | Match all codes where the first letter is H and fifth letter is i. The three question marks signify one unknown character each. |
*I | Match all entries whose code ends in I.
The asterisk signifies an unknown and unlimited number of characters, followed by I (then the rest of the code). |
*I* | Match all entries whose code contains an I.
Any characters, then I then any characters. |
?? | Match all entries whose code is two characters long.
One character, followed by another character (then end of code). |
C*|F* | Match all entries whose code starts with C or F.
C followed by anything OR F followed by anything. |
-C* | Match all entries whose code does NOT start with C.
NOT C followed by anything. |
-F* | Match all entries whose code does NOT start with F.
NOT F followed by anything. |
-C*~-F* | Match all entries which start with anything other than F or C.
NOT C followed by anything AND NOT F followed by anything. |
AE Tax only
The letter writing options include:
The only Letters in the Calculator are the Header and Footer for the Estimate. These are stored as Master Letters. In order to be able to edit the Header or the Footer, they need to be Copied from Master.
Click Maintenance > Letter Writing > Client Letters.
The
Lettersindex is displayed.If you are adding a new letter layout, click New.
If you are editing an existing letter layout, highlight the letter layout to be edited and click
Properties.
If you are adding a new letter this letter screen displays:
INSERTIMAGE 
Image Removed
Code: There are up to ten alphanumeric characters available in this field. Key a code with which to index the letter layout. All letters are listed in alphabetical order according to the code that has been entered in this field.
Description: There are up to forty alphanumeric characters available in this field. Key a meaningful description for the letter layout, for example, 'Label page definition'.Click [F6] to save the changes you have made in the Letter screen and proceed to write the actual layout of the letter or report.
Master Letters IndexAE Tax only
Master letters are provided as templates for all the reports and listings that can be printed from Tax Calculator. Master letters in Tax Calculator consist solely of estimate headers and footers. Each letter is set out as a multi-columned report containing letter writing fields. The fields are used to extract specific name and address information from the application for inclusion in your reports, for example ^A124 for the name of the partner.
In order to create a letter or customise the master letter to suit your practice's needs, it must be transferred to Client Letters. Master letters are retained by the Tax Calculator and cannot be edited.
Click Maintenance > Letter Writing.
Click Master Letters.
Click [Alt+N] for Transfer.
The range of letters to be transferred defaults to all Master Letters, that is 'first' to 'last'. Click [Enter] twice to accept the default range. Alternatively, complete the prompts to define the range of master letters to be transferred.
At Code From: Enter the code to identify the letter that will be the first letter transferred.
At Code To: Enter the code to identify the letter that will be the last letter transferred.
Click OK to continue editing the letter format or click Cancel to halt the process.
The
Format Codescreen is displayed next.Enter a mask, if required. A mask is a sorting device which is used to sort out master letters with particular features from the range of master letters you have selected. For example, when the Mask entered is ???4*, only those master letters with the number '4' in the fourth position of their codes will be transferred.
As each letter is transferred you are given the opportunity to select transfer the master letter. To do this, select:
Yes to transfer this master letter and move to the next in the range
No to bypass this master letter and move to the next in the range
Cancel to exit the transfer routine
All to transfer the full range of master letters selected
If a client letter has the same code as a master letter being transferred, you are given the opportunity to select:
From the Master Letters index, you may switch to the Client Letters index by clicking Client Letter or clicking [Alt+L]. The Client Letters index lists all the client letters that you have transferred. To return to the Master Letters index, click Master Letters option.
To print a list of the Master Letters.
Click File > List. The Output Selection screen opens.
Select the required printing options for this listing.
Estimate, Header/Footer Fields
Client Letters Maintenance
Masking
Page Setups
Back to Letter Writing in Tax Calculator, Tax Tracking and Client Database
Client Letters MaintenanceAE Tax only
Client letters consist solely of estimate headers and footers transferred from Master Letters. From the Client Index, an estimate header and footer can be selected and edited to suit a practice's needs. Header and footer fields can be inserted to extract specific name and address information for the header or footer, for example, "^A124" for the name of the partner.
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The content of a client letter cannot be edited in the Tax Calculator. However, the content of a client letter can be edited in the Tax Ledger by inserting letter writing fields in order to extract data from the Calculator Ledger. |
Click Maintenance > Letter Writing > Client Letters.
To select a header or footer from the Client Letter index, highlight the client letter, then click Details or [Alt+T]. OR
To create a new Client Letter select to create a new header or footer and [Enter]:
Code: Enter a code to identify the header. Each client letter must have a unique code. Up to 10 alphanumeric characters can be entered in this field.
Description: Enter a description that defines the contents of the client letter. This description should be meaningful and relevant to the user. Up to 40 alphanumeric characters can be entered in this field.
Click OK to continue. The letter writing screen opens. Refer to Letter Writing.
To delete a client letter from the Client Letter index, highlight the letter and click Delete or [Alt+D].
The client letters contained in the index may be listed. Click File > List. The Output Selection screen opens. Select the required printing options for this report.
From the Client Letters index, you may switch to the Master Letters index by clicking Master Letter or [Alt+L]. The Master Letters index lists all the master letters provided by Tax Calculator. To return to Client Letters, click Client Letters option.
Master Letters Index
Text Letter Writing
Estimate, Header/Footer Fields
Record Selection
How to Preview a Report
Back to Letter Writing in Tax Calculator, Tax Tracking and Client Database
How To print a list of letter layouts in Tax Calculator:AE Tax only
Click Maintenance > Client Letters or Maintenance > Master Letters.
From the Letters index, click File > List.
The default mask (*) will include all the letter layouts in the Letters index. You can key in a mask to restrict the listing to letters whose codes have specific features or attributes.
Click OK.
Complete the Preview/Print screen, to output to screen, printer or disk file.
Mask Facility
How to Preview a Report
Estimate, Header/Footer FieldsAE Tax only
Practice name and contact details, and return contact and staff details, are available as letter writing fields in both Tax and Tax Calculator, for use solely in Estimate Headers and Footers. These fields in Tax pre-fill into the Tax Calculator.
The corresponding Tax and Tax Calculator Field references are listed here:
Client Code: ^A103 prefills to ^A102
Return Code: ^A104 prefills to ^A101
Tax Year: ^A108 prefills to ^A104
Tax File Number: ^A110, ^A111, ^A112 prefill to ^A103
Partner: ^A124 prefills to ^A114
Manager: ^A125 prefills to ^A115
Employee: ^A126 prefills to ^A116
Title: ^A192 prefills to ^A189
Surname: ^A195 prefills to ^A190
Given names: ^A194 prefills to ^A191
Full Name: ^A191 prefills to ^A190, ^A191
Mailing Address-Line 1: ^A120 prefills to ^A193
Mailing Address-Line 2: ^A121 prefills to ^A194
Mailing Address-Line 3: ^A122 prefills to ^A195
Mailing Address-Line 4: ^A123 prefills to ^A196
Agent: ^A127 prefills to ^A144
Contact: ^A128 prefills to ^A145
Salutation: ^A129 prefills to ^A197
Residential Address-Line 1: ^A196 prefills to ^A162
Residential Address-Line 2: ^A197 prefills to ^C163
Practice Name: ^C190 prefills to ^C399
Practice Address-Line 1: ^C152 prefills to ^A293
Practice Address-Line 2: ^C153 prefills to ^A294
Practice Address-Line 3: ^C154 prefills to ^C385
Practice Address-Line 4: ^C155 prefills to ^C386, ^C388
Practice Telephone number: ^C156 prefills to ^C398
Practice Facsimile number: ^C157 prefills to ^C280
Footers only: Tax Due/Refund: ^I221 prefills to ^C470
Estimates only: Agent's fee: ^I154 prefills to ^A127
Back to Letter Writing in Tax Calculator, Tax Tracking and Client Database
What is personal services income (PSI)?Click this link for the Personal services income essentials on the ATO website.
Reset ATO Level, Classification and Due DateAE Tax only
The options available are:
Confirm each change
Update ATO Level
Update due date
Print report
After selecting your options click OK.
Select the range of returns to be updated by the Utility.
MCS Import
Trans-Tasman Imputation System OverviewFrom 1 October 2003, a New Zealand company that has chosen to join the Australian imputation system may pay dividends franked with Australian franking credits. (A franking credit is your share of tax paid by a company on the profits from which your dividends or distributions are paid.)
Australian residents who own shares in the New Zealand company or receive a distribution from a partnership or trust that includes dividend income from the New Zealand company may be entitled to claim a tax offset for the Australian franking credits. This reform is known as the Trans-Tasman imputation reform (TTI).
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New Zealand imputation credits cannot be claimed by Australian residents. |
Prior to the reforms, Australian shareholders of New Zealand companies who earn Australian income could not access credits arising from company tax paid in Australia on that income. This resulted in shareholders being taxed twice on such income. The same problem existed with New Zealand shareholders of Australian companies that earn New Zealand income.
The Australian Government introduced rules to allow a New Zealand company to join the Australian imputation system. The ATO administers these rules. Similar rules, which are administered by the New Zealand Inland Revenue Department, were introduced by the New Zealand Government to allow an Australian company to join the New Zealand imputation system.
Refer to Trans Tasman rules on the ATO website page for International tax for business.
Refer to You and your shares (NAT 2632) available on the ATO website.
Foreign Income Worksheet
CCH References
4-490 Trans-Tasman triangular imputation rules
Foreign Residents and Temporary Residents - New LawGenerally, for CGT events that happened before 12 December 2006, foreign residents have been subject to CGT on assets that have the 'necessary connection with Australia'.
The Law has been changed so that for CGT events that happen on or after 12 December 2006, foreign residents who are individuals are subject to CGT on:
direct interests in real estate located in Australia
an interest in an entity where they and their associates hold 10% or more of the entity and the value of their interest is principally attributable to Australian real property
an asset they have used in carrying on a business through a permanent establishment in Australia
an option or right over one of the above
For CGT events that happen on or after 1 July 2006, the Law has changed so that temporary residents are subject to CGT in the same way as foreign residents.
Taxpayers are temporary residents if:
they hold a temporary visa granted under the Migration Act 1958
they are not an Australian resident within the meaning of the Social Security Act 1991, and
their spouse (if applicable) is not an Australian resident within the meaning of the Social Security Act 1991
If the person is an Australian resident for tax purposes but not a temporary resident on or after 6 April 2006 they will not be entitled to the temporary resident exemptions from that time, even if they later hold a temporary visa.
An electronic publication Foreign income exemption for temporary residents is available on the ATO website.
If the person is a temporary resident:
their foreign income is non-assessable non-exempt income, except that earned from their employment overseas for short periods while they were a temporary resident
capital gains and capital losses they made from the disposal of assets that have the necessary connection with Australia from 1 July 2006 until 11 December 2006, or taxable property on or after 12 December 2006 are disregarded, except certain gains on shares and rights acquired under employee share schemes.
Any income that is non-assessable non-exempt because they are a temporary resident should not be shown on their income tax return.
Eligibility for the MLS LPSIA Tax OffsetA lump sum payment in arrears will only be eligible for the MLS LSPIA Tax Offset if the amount of the lump sum is equal to or greater than ten per cent (10%) of taxable income for MLS purposes (Excluding the spouse's income when there is a spouse) in the current year, less the total LSIA.
Click this link for information on the ATO website Lump sum payment in arrears.
Searching a listSelection lists comprise a numeric code column and an alpha details column.
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You can search for an entry in the list by code or details. Remember the search facility is case-sensitive and there is no Find button. |
To locate a classification or industry code using partial details:
Click on the column headed Details, to list the entries in ascending order.
Click into the Details column.
Begin typing as much of the description as you know and press [Enter].
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What you type must match the entry in the list exactly from the beginning and taking into account upper and lower case letters. |
Scroll down through the entries to locate the one you require.
Click Select to transfer the code and related details to the return.
To locate a classification or industry code using a partial code:
Click on the column headed Code, until you are sure the entries are in ascending order.
Click into the Code column.
Type as much of the code as you know and press [Enter]
Scroll down through the entries to locate the one you require.
Click Select to transfer the code and related details to the return.
Small business entities electionIf your client wishes to take advantage of the Concessions for small business entities, then eligibility for those concessions must be reviewed each year.
If the taxpayer carried on a business at any time during the year and has an aggregated turnover of less than $2 million or is a former STS taxpayer.
Use the Tax Small business entity worksheet (sbe) to assist with the decision making and to calculate aggregated turnover. The 'sbe' can be opened by:
Entering Yes in the 'Quick access to Small Business Entity worksheet' box, at this item, or
Click SBE in the Depreciation worksheet (d) Index.
Entering Yes in the 'Quick access to Small Business Entity worksheet' box, at item P10
It will be necessary each year to answer the 2 basic questions:
Are you carrying on a business?, and
Is the aggregated turnover of the business less than $2 million?
Where one or both of the answers to these 2 questions is No, access to the Simplified depreciation small business pools will not be given.
For taxpayers previously in the STS, the General and Long-life STS pools will be rolled into the General and Long-life small business pools.
From the 2008-2009 income year small businesses with an aggregated turnover of less than $2 million are called small business entities and may qualify for a range of tax concessions.
Eligible businesses can choose to use the concessions that best suit their needs. It is not necessary to elect to be a small business entity each year in order to access the concessions. Nevertheless, eligibility must be reviewed each year.
While the STS is no longer in operation all of its concessions remain available to eligible businesses.
A small business entity may be eligible for the following concessions:
Capital gains tax (CGT) 15-year asset exemption
CGT 50% active asset reduction
CGT retirement exemption
CGT roll-over provisions
Simplified depreciation rules
Deducting certain prepaid business expenses immediately
Simplified trading stock rules
Accounting for GST on a cash basis
Annual apportionment of GST input tax credits
Paying GST by quarterly instalments
Fringe benefits tax car parking exemption
PAYG instalments based on GDP-adjusted notional tax
Some of these concessions have specific eligibility conditions that must also be satisfied.
The sole trader will be a small business entity if they are carrying on a business and have an aggregated turnover of less than $2 million.
Aggregated turnover is the sole trader's annual turnover plus the annual turnovers of any entities that are connected with the sole trader or are affiliates (adjusted to ignore dealings between connected entities or affiliates).
Eligibility must be review each year.
Turnover includes all ordinary income the sole trader earned in the ordinary course of business for the income year. The following are some examples of amounts included and not included in order income.
INCLUDE THESE AMOUNTS
Sales of trading stock
Fees for services provided
Interest from business bank accounts
Amounts received to replace something that would have had the character of business income, for example a payment for loss of earnings
DO NOT INCLUDE THESE AMOUNTS
GST charged on a transaction
Amounts borrowed for the business
Proceeds from the sale of business capital assets
Capital gains
Amounts received from repayments of farm management deposits
There are special rules for calculating the turnover if the sole trader has retail fuel sales or business dealings with associates that are not at market value.
Use the SBE Eligibility worksheet at item S1 to assist in calculating aggregated turnover. Also visit the ATO website for very detailed information.
Special rules called the aggregation rules will determine who the sole trader is connected or affiliated with. These rules prevent larger businesses from structuring or restructuring their affairs to take advantage of the small business entity concessions.
An entity that is connected with the taxpayer or that is its affiliate is referred to as a relevant entity. When calculating the sole trader's aggregated turnover, do not include:
income from dealings between the taxpayer and a relevant entity
income from dealings between any of the taxpayer's relevant entities, and
income from a relevant entity when it was not the taxpayer's relevant entity
If the taxpayer is not connected or affiliated with any other entities and its business turnover is less than $2 million, then the taxpayer is a small business entity.
If the taxpayer, or a relevant entity, carries on a business for only part of the income year, annual turnover must be worked out using a reasonable estimate of what the turnover would have been if the taxpayer, or a relevant entity, had carried on a business for the whole of the income year.
There are three (3) ways to satisfy the $2 million aggregated turnover requirement, but most businesses will only need to consider the first method.
If the taxpayer's aggregated turnover for the previous income year was less than $2 million, it will be a small business entity for the current year.
This is regardless of its estimated or actual aggregated turnover for the current year.
For the purpose of working out the taxpayer's aggregated turnover for the previous year, the rules about aggregated turnover apply as if they had been in force for the 2007-08 income year.
If the taxpayer's estimated aggregated turnover for the current income year is less than $2 million, it will be a small business entity for the current year.
If you are estimating the taxpayer's turnover you need to assess whether it is more likely than not to have less than $2 million aggregated turnover as at the first day of income year or, if it started a business part way through the year, as at the time the business started, The taxpayer's turnover should be based on the conditions you are aware of at the beginning of the income year or, if the business was part way through the year, at the time the business started. Companies that commenced carrying on a business in the current year need to make a reasonable estimate of what their turnover would have been had the business been carried on for the entire year.
This method cannot be used if the taxpayer's aggregated turnover in each off the previous two income years was $2 million or more.
If the taxpayer's actual aggregated turnover is less than $2 million as at the end of the income year, it will be a small business entity for that year.
This method is only needed if the first two tests cannot be met.
It is important to note that if the taxpayer is a small business entity by means of this method only, it cannot use the GST and PAYG concessions for that income year as those particular concessions must have been chosen earlier in the income year.
Although the STS has now ceased, the taxpayer may continue using the STS accounting if they:
were an STS taxpayer for the most recent income year starting before 1 July 2005 and continued to be an STS taxpayer to the end of the 2006-07 year;
have been using the STS accounting method for the 2005-06 and 2006-07 income years, and
were a small business entity in the 2007-08 income year.
If the taxpayer meets these three requirements, they can continue using the STS accounting method until they choose not to or they are no longer a small business entity.
Treatment of depreciating assets for former STS taxpayers who are Small business entities in the current income year is covered at Item P8 expense label M.
If the taxpayer continues to use the STS accounting method, base the amounts included at item P8 on the STS accounting method. If the accounting system or financial statements do not reflect the STS accounting method, the taxpayer may need to make additional reconciliation adjustments at Reconciliation items at item P8.
If the taxpayer had a particular type of ordinary income or general deduction that had to be apportioned or altered under STS - for example, double wool clips or pre-payment of a business expense for a period greater than 12 months - you continue to apportion or alter them and make adjustments at Reconciliation items.
Business income and expenses that have not been accounted for using the STS accounting method - because they had not been received or paid during the previous income year - are accounted for in the current income year. You may need to make additional reconciliation adjustments at Reconciliation items.
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The STS accounting method does not apply to income or deductions that receive specific treatment under income tax law - for example, net capital gains, dividends, depreciation expenses, bad debts and borrowing costs. |
Where the taxpayer has depreciating assets that have been rolled into the Small business pools but had exited the former STS, depreciation calculated in the pools must be included at item D15 - Other deductions.
Related Topics
Small business entity eligibility tests worksheet (sbe)
Depreciation worksheet (d)
CCH References
7-050 Small business entities - aggregated turnover
7-130 Affiliates or connected entities
7-370 Paying GST by quarterly instalments
7-515 Special rules for deducting pre-paid expenses
7-530 FBT car parking exemption
7-540 Small business depreciation
17-015 Depreciating assets
Names and Addresses in tax returnsThe topic looks at:
MYOB AOThis symbol indicates that the client data has been selected from details entered into AO. If the padlock is present and the details need to be updated this must be done in AO from where the details flow to the tax return. To display any updated information that does not show in the open return click View > Refresh.
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The fields include:
Current postal address, refer to Overseas country names for individuals.Home address, refer to Overseas country names for individuals.
ABN, TFN, ACN,
Date of birth,
Client Name and Postal address on the previous tax return are derived from AO. Click the ellipsis to choose different details.
Business address of the main business is derived from AO. Where available click Amend Address to enter an address.
These are derived from details recorded in Tax:
if the Return Properties > Staff tab shows no agent, lodgment will use the default agent for the practice recorded under Utilities > Control Record.
if the Return Properties > Staff tab shows an agent, lodgment will use that agent rather than the default for the practice as recorded under Maintenance > Agent > Properties.
Client details can be provided by selecting another tax return of the same year for details such as:
Ultimate Holding Company;
Spouse Details (Form I),
Member Details (Form MS);
Beneficiary or Partner Details for Distribution Statements (Form T and P) etc.
Click [F10] to select the relevant return from those in the current year ledger.Any field that you can type text into is ‘open’. These include:
Fund Auditor (Form MS);
Full name of the trustee to whom notices should be sent (Form T);
Full name of the partner to whom notices should be sent (Form P);
Business Name at Item P6 (Form I).
Trustee or Director’s Declaration (Form MS).
Title on Front Cover and Declarations, is selected from a list acceptable to the ATO.
Practice Manager (AE, Series 6 & 8)The padlock symbol indicates that the client data has been selected from Practice Manager. If the padlock is present and the details need updating this must be done in Practice Manager from where they will flow through to the tax return. To display any updated information that is not showing in open return click View > Refresh.
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This will include:
Current client name,
Current postal address, refer to Overseas country names for individuals,
Home address, refer to Overseas country names for individuals,
ABN, TFN, ACN,
Date of birth,
Client Name and Postal address on the previous tax return are derived from Practice Manager. Select the ellipsis to choose different details.
Business address of the main business is derived from Practice Manager. Where available click Amend Address to enter an address.
The agent declaration details are derived from details recorded in Tax:
if the Return Properties > Staff tab shows no agent name, lodgment will use the default agent for the practice as entered under Utilities > Control Record.
if the Return Properties > Staff tab shows an agent name, lodgment will use that agent rather than the default for the practice. These agent details are entered under Maintenance > Agent > Properties.
Client details can be provided by selecting another tax return in the same year for details such as:
Ultimate Holding Company;
Spouse Details (Form I);
Member Details (Form MS);
Beneficiary Details (Form T);
Partner Details (Form P), etc.
Click [F10] to select the relevant return. It must be in the current year ledger.Any field that you can type text into is ‘open’. These include:
Fund Auditor (Form F);
Full name of the trustee to whom notices should be sent (Form T);
Full name of the partner to whom notices should be sent (Form P);
Business Name at Item P6 (Form I).
Trustee or Director’s Declaration (Form MS).
Title on Front Cover and Declarations, is selected from a list provided by the ATO.
In 2007 and earlier
Tax return data entry shows changes including:
Newly created returns take data from Practice Manager.
The names and addresses on the front covers of an unlodged return are updated from Practice Manager details each time the return is opened.
Tax Return Front cover details are editable, but changes do not update Practice Manager.
During return data entry, lists of client data are provided from Practice Manager for Select Address, Select Employee, Select Extra Field.
Client Data ValidationIncome tax return client data validation guidelines include:
A name must be either an individual name or a company (entity) name, not both.
On the same return current and previous names cannot be the same.
Names can only be made up of the characters listed below:
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z (upper or lower case)
1 2 3 4 5 6 7 8 9 0
' - space
! @ $ % & ( ) - = [ ] ; : ' " . ? / space ` # _ { } | \These characters are not valid in any name: , ^ * ~ + < >
Family name and given names cannot contain:
the words "Exec for", "Rep for" or "Trustee for"
repeated hyphen, apostrophe or space characters
a space hyphen space combination. If a hyphen is used, it must be in the format, Smith-Jones.
the titles "Mr, Miss, Mrs or Ms"
"Esq, II, III, IV, Jnr, JP, MHA, MHR, MLA, MLC, MP, QC or Snr"If other names are present, then a first given name is required
If given names are present, then a family name is required
Non-individual name field:
cannot contain "P/L" and
must contain at least one alphabetic or numeric character.
If second line of name is present then a first line is required
Warnings are generated when:
The name field contains 3 or more identical contiguous alphabetic characters
The name field contains 2 or more identical contiguous non-alphabetic characters
The name field contains all numerics
The last character of the first line is filled and the first character of the second line is also filled - words cannot be split between 2 lines.
A company name contains the word 'partnership' - if the name is correct then Form P should be used.
ELS requirements for addressesOn the same return current and previous addresses cannot be the same.
Up to two lines of 38 characters are allowed for street name and number:
Street address line 1 must be present and neither line of address can include C/0, Care Of, CO, C/
Suburb, State and postcode must be printed on one line.
The suburb may not exceed 27 characters.
For a domestic address,
The State must be ACT, NSW, NT, QLD, SA, TAS, VIC or WA.
Both state and postcode must be entered and country name must be blank.
Address fields may contain only:
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
a b c d e f g h i j k l m n o p q r s t u v w x y z
1 2 3 4 5 6 7 8 9 0
' & / ( ) spaceDomestic addresses: A domestic address must contain street name, suburb/town, state and postcode but must leave the country blank.
Overseas addresses: An overseas address must contain street name, suburb/town and country (not Australia).
Overseas country names for individualsFrom 1 July 2012 if your individual client has an overseas address for service of notices or as the home address, you will need to adhere to the list of acceptable Country names provided by the ATO when completing income tax returns. In many cases the addresses already recorded in your data base will be valid and no further action will be required.
On the return front cover, MYOB Tax provides a list of country names that will validate at the ATO. At the Overseas country field in the Postal or Home address click [F10] to select the country name.
For example, if you key your client’s overseas home address as South Korea, [F3] validation will generate V1221. To find the name the ATO will accept and validate for South Korea:
At the Overseas country field open the list of countries,
Type ‘South Korea’ into the Search field and click Search.
On the list of matching entries highlight the country and click Select.
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Long country names are truncated to meet ELS requirements. |
Parameter TablesAE Tax only
The parameter tables are used in estimate calculations for resident and non-resident individuals, minors and trustees. The following links shows where in the parameter tables you can find the rates, offsets, thresholds, percentages and so on.
Click Maintenance > Parameter Tables.
For the relevant income year select Master Individual Table > Properties > Resident Tax Rates
General Tax Rates and Income Thresholds, resident and non-resident individuals, and resident and non-resident minors under Div 6AA.
Dependant Offset Details - Offset, ATI and Reduction percentage for:
Spouse,
Child/housekeeper, Housekeeper,
Notional Dependants
Other
Income Test Thresholds - Dependency offsets, employee share schemes, Commercial business losses thresholds.
Senior and pensioner Offset (SAPTO) - The categories of Pensioner Offset codes.
The Properties option for each code provides the Offset information and combined taxable income.
Low Age Government Pensioners Offsets - The categories of Low Age Government Pensioners Offset codes.
Zone Offsets - Amounts and Offsets for Zone and Overseas forces:
Special and Ordinary Zone A
Special and Ordinary Zone B
Remote area allowance
Overseas Forces
Other Offsets tab - Tabs provide the details of offsets, thresholds and reduction rates for:
Government Co-contributions, Super contributions for spouse2017, Low Income Earners, and Medical Expenses;
Private Health insurance income ceilings and maximum tax offsets;
Other offsets rates for life assurance and friendly society bonuses, and infrastructure borrowing.
ETP and Lump Sum Offsets - Tabs are provided for:
ETP
ETP Death Benefit Payments to Dependants and Non-dependants
Taxable Component of Lump Sum
Super Death Benefits to Dependants and Non-dependants
SIS Taxable Components
SIS Death Benefits to Dependants
HECS-HELP and SFSS - Income ceiling and percentage of repayment of loans for:
HECS - HELP repayment rates, and
Student Supplement Loans (SFSS) repayment thresholds and rates
Medicare Levy:
Medicare and Surcharge levy rates and thresholds
Low Income Thresholds for single and married taxpayers and Phase in limits, and additional child increments.
SAPTO thresholds
Levy Surcharge Thresholds
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For non-residents, the only rebate rate applicable is for ETP and Lump Sum Offsets. |
CDS to VPM code mapping indexAE Tax only
This index displays the address and number types that have been mapped to VPM.
Altering Column Widths
Type: Either an address or a number
Normalised: Will display a tick if the address or number has been normalised for integration with the VPM database
CDS Code: Address or number type code as shown on the CDS database
CDS Description: Address or number description as shown on the CDS database. The Normalise routine will create unique CDS address and number types to remove duplicates where the same type has been used more than once for a particular Contact. Where these types have been created, the description will be ‘Added by System’.
VPM Type: This displays the address/number type code as used in the VPM database.
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This normally will be the same as the CDS type code, but can be different if so desired. Refer to: Set VPM Type |
Employee: This displays the VPM address/number type that will integrate to the Employee on CDS. Also read: Set VPM Type
Normalising multiple types: you may select more than one item at a time to Normalise. Hold the Shift key down and click on the items you wish to normalise. Each item will remain highlighted as it has been selected. Refer to Normalise Tables.
The right click provides additional functionality on this index. These are:
Standard selection: Choose this option to select all address/number types on the index
De-select all: Choose this options to de-select all address/number types on the index
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You are advised not to change this setting except on the direction of a MYOB consultant. Any errors made in association with VPM integration, will require restoring data to a back up taken prior to the integration being changed. This may result in loss of data. |
Profiles mapping indexAE Tax only
This index is accessed by pressing the Map button from the Integration tab when you select the integration type to be either:
Profiles
Profiles and VPM or
Non-MYOB
This index should be completed with advice from your MYOB consultant.
Set VPM TypeAE Tax only
This routine is used to map VPM address and number types to your CDS address and number types.
There are two stages to this process. These are:
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The Clear button will remove a VPM Type from an address/number. Use this function if you wish to remove a VPM Type. |
Once you have normalised the address/number type you wish to map (it will have a tick in the Nml column), click Set and the Set VPM type window displays.
CDS Code: This shows the CDS code that you are going to map.
VPM Type: This will default to the same code as used in CDS. Enter the VPM code you wish CDS to map to.
This routine allows you to map the CDS address / number type, for employee use. CDS allows you to store multiple address and number types against an employee. The VPM database allows only one address and up to four numbers to be stored against an employee. VPM's four numbers are predefined and are as follows:
If you are mapping an address, click [F10] or the arrow button to open the selection list. The option are address or none. Select address then click OK to save.
If you are mapping a number, again press the[F10] key or select the arrow button to open the selection list. The option are Telephone, Fax, Mobile, Email or None. Make a selection then click OK to save.
Once saved, the address / number will be shown in the Employee column of the CDS to VPM code mapping index.
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You are advised not to change this setting except on the direction of an MYOB consultant. Any errors made in association with VPM integration, will require restoring your data to a data back up taken prior to the integration being changed. This may result in loss of data. |
Normalise Tables
CDS to VPM code mapping index
Normalise TablesAE Tax only
This routine is used during the installation of integration between CDS and VPM and is normally performed by your MYOB consultant.
The VPM database will only store unique codes and can therefore only store one of each type of address or number against each contact. CDS however, permits duplicates and these must be removed prior to integration with VPM. This is achieved by the normalise function.
For example:
Prior to integration with VPM, a CDS contact had 3 addresses of type BUSINESS attached. The Normalise routine will remove the duplicates by using the following address types:
BUSINESS
BUSINESS1
BUSINESS2
Refer to:
CDS to VPM mapping index
Set VPM Type
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You are advised not to change this setting except on the direction of an MYOB consultant. Any errors made in association with VPM integration, will require restoring data to a data back up taken prior to the integration being changed. This may result in loss of data. |
CDS to VPM code mapping index
Set VPM Type
Yes
No
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