Office Index

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Using the Office Index, Tax can sort client and return information for you. Enter a mask, up to 8 alphanumeric characters, to represent details of a client or return (such as type of return, new client, etc). Unused spaces can be blank. Tax will sort and group clients according to each of these characteristics.

Characters must be entered in the correct order (the same order each time), otherwise the sorting (and therefore reporting) is meaningless.

Example

This shows the office index set up to sort on these information types:

Position of Office index	Description of character	Examples of possible entries
1st	Partners	1 2 3 4
2nd	Managers	1 2 3
3rd	Type of return	I C T P
4th	New client this year	Y (Yes) N (No)
5th	Type of industry	W (Wage Earner) P (Primary Producer) M (Manufacturer)
6th	FBT	F
7th	Land Tax Client	L
8th	PAYG Tax Payer	P

So a new wage-earning client assigned to partner 1 and manager 2 for whom you are preparing an I return would have office index 12IYW.

Related topics

Mask Facility

Office Index Mask

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