Viewing a summary of entered items (AU)

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To review the data entered into a return, click the Summary button on the Header bar. This displays a summary of the entered items for you to easily review the data for the current year. If a return for the client was completed using Tax for the immediate prior year, a summary of the prior year details is also shown for comparison.

To view a summary of entered items

Open the return you want to review. See Opening an existing return.
Click Summary on the Header bar. The Summary of Entered Items window opens. In this window you can review the items in the tax return. In the first year, the values which have been entered against the item are displayed in the Value column. In subsequent years, the values for the current year will be displayed in the CY Value column and the values for the previous year in the LY Value column. By default, only those items which have data entered against them are listed. Click to deselect the Filtered view checkbox to show all items, including those without data. In the first year, the taxable income amount for the current year is displayed in the Taxable Income field. In subsequent years, the taxable income and tax payable for the previous year will be displayed in the LY Taxable income and LY Tax payable/ref fields. Review the tax return for any discrepancies in this year’s return.
Click Close to close the window.

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