Accountants Enterprise only

As Tax and Tax Tracking are integrated, the purpose of the Enquiry index is to show the Tax Returns that are attached to the Transactions, Steps and Events.

The Enquiry screen assists in locating a Return's Step details. Selection can be made by using the Return Code, Tax File Number, Name, or by searching for an ABN. Refer to Enquiry Return Selection.

There is also a View Details option which shows the comments added for the selected step.

Back to Reports in Tax Tracking

Enquiry Return Selection

The Enquiry screen is designed to assist the operator in the easy location of all of a Return's Step details. Selection is made via Return Code, Tax File Number, Name, or by searching for an ABN. There is also a View Details option which shows the comments added for the selected step.

In order to run an Enquiry:

1. Open the Enquiry by clicking on the Enquiry option in the Navigation bar.

The Select Enquiry Return dialog opens.

1. Click on the title bars at the top of the dialog to change the order in which the Returns are sorted. or locate the tax return using the client ABN, refer to ABN Search.

2. Click [Enter] to see the index of Step data attached to the current Return.

3. To print the information press [Alt+P] on the keyboard

4. Select a Sort by option to specify in what order report prints.

5. Click OK and the Print dialog opens to complete the process.

Back to Enquiry Index

ABN Search

This feature searched for a tax return using the client’s ABN.

In the Select Enquiry Return list:

1. Click ABN Search.

2. Enter the ABN for the client and click Search.

If a return with an ABN matching the search value is located the return code is displayed and the GO TO button becomes active.

If no matching return is found the message ‘ABN not found’ displays.

1. Press Go To to transfer to the Select Enquiry Return list with the required return highlighted.

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