Company/Funds tax payable

Australia only

The Company/Funds tax payable page displays Company, Fund and SMSF returns and the amount of tax payable as calculated by the return.

Filtering is available from the right-click menu to restrict the returns displayed by employee type, return type and year.

You may filter the returns to:

• View all the company returns assigned to you as an employee for the current year — Right-click the table and select Employee, Company and Current Year on the pop up menu.

• View all the company returns for the practice for the current year — Right-click the table and select Practice, Company and Current Year on the popup menu.

By default the Company/Funds tax payable table lists:

• Return Name — click the Return Name to open the return in Tax.

• Client Code — click the Client Code to open the Client page.

• Status — the current status of the return. The return’s status can be Not started, In Progress, Sent for signature or Lodged. See Return status levels.

• TFN — the Tax File Number on the return.

• Form Type — the type of return (Company / Fund / SMSF).

• Date Due — the date the return is to be lodged as set in the Return Properties.

• Completed — the date on which the return was marked as complete.

• Tax Payable — the amount of tax payable as calculated by the return.

• Partner — the partner assigned on the Responsibility tab on the Client page.

• Manager — the manager assigned on the Responsibility tab on the Client page.

• Employee — the employee assigned on the Responsibility tab on the Client page.