changes.mady.by.user Suchi Govindarajan
Saved on May 28, 2019
changes.mady.by.user LouiseB
Saved on Jun 18, 2019
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These routines all occur on the Utilities menu:
Export batch from index
Exporting Returns
Importing returns
Export: audit updates
Pre-filling Tax Return data from Tax Agent's Portal
Unlocking and locking returns
BAS/IAS import
MCS Import
Fund return import
(Series 6 & 8) Importing account transactions including farm accounts
(Series 6 & 8) Client GL account mapping
(AE, Series 6 & 8) Integrity check
(AE, Series 6 & 8) Recalculate Schedule Totals Selection
(AE, Series 6 & 8) Clear Single User Locks
(AE, Series 6 & 8) Special Routines
To change a number of returns select Maintenance > Bulk Return Edit.
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Completing forms and schedules