Accountants Enterprise only

These panels offer frequently used Reports and Functions and the option to create a Favourites list, that is, returns that may require easy or frequent access currently.

Reports

These are frequently used reports otherwise available from the Reports menu.

Functions

These are frequently used functions available from various places in Tax.

Favourites

Favourites: Each user may add up to 8 returns to Favourites at any one time. These are shortcuts to returns currently being prepared.

To remove a return from Favourites, right-click on it in Favourites and click Remove.

Right click Menu

The right click menu includes:

• Open the highlighted return.

• Schedules - open the index applicable to the return.

• Search for matching the ABN, DIN, TFN. Refer to Return Search Function.

• Summary of entered items for the return.

• New create a return, refer to Customising Return Properties.

• Delete the highlighted return. Refer to Deleting Schedules.

• Properties of the return, refer to Customising Return Properties.

• Add to Favourites in navigation panel.

Toolbar icons

These icons perform the selected function for the highlighted return including:

• Tax Estimate [F4] 

• Summary of entered items—shift+F2

• Edit completed form to change a read-only return to edit mode. Tax returns marked as 'completed' open as Read-only to protect them from inadvertent editing.

• Search for matching the ABN, DIN, TFN. Refer to Return Search Function

• Properties of the return, refer to Customising Return Properties.