Search for clients using Tax data

Australia only

For the tax year 2012 and onwards, the Search function allows you to match clients using tax data, such as taxable income.

To search for a client using Tax data

1. Open the Find Clients page.

2. At the New Search field, select New search from reports from the list.

Leave the Search for field blank.

3. Click the Search button.


The Select Report screen opens.

4. Scroll to Tax Reports only for any tax year from 2012 onwards.


Highlight the report you would like to search.

5. Click OK.


The list of Report Fields opens.

6. Enter the value that the search should use to determine a match from your Tax clients.


For example, at Taxable income enter ‘>50000’.

7. Click OK to run the search.