If the Estimate being printed has PAYG Instalments to pay, then the Payments Schedule dialog will open.

Estimated lodgment date: The default date for this field is the system date, today's date. Accepting the default date will provide a Projected Payments Report based on today's date plus a calculated number of days for the assessment to issue from the Taxation Office. If the date of lodgment is to be a date other than today's date, if should be entered in the format DD-MM-CCYY. If PAYG Instalments payable are not detected then the Projected Payments dialog will not be offered.

Method of Calculation of Instalments: If the system detects that Instalments are applicable, the "Method of Calculation of Instalments" field will default with a "Q". If the payment of PAYG Instalments is not quarterly, it can be edited and a different method selected from the list at the field.

Use the [Up] arrow to move to the field and click [F10] to display the list which contains these options:

• Annual

• Seasonal

• Quarterly

After selecting the relevant option, click [OK] to continue with the routine.

The Preview/Print screen opens. Here, select the required printing options.

Related topics

How to Preview a Report

Back to Print Reports Options

Exceptions Report

Not available in Accountants Office

An Exception Report is offered to be previewed or printed following the preparation of a Tax Estimate. During that calculation the system may detect inconsistencies in the data entered and as it finds these inconsistencies, it builds up the report.

To print an exceptions report click Reports > Exceptions Report. And select to Preview or Print.

This report is continuous in that if you do not choose to clear it for this particular estimate, it will maintain itself and add all additional estimate anomalies it finds.

The Exceptions Report routine lists the details pertaining to each calculation performed and explains which data entry area(s) may be deficient or illogical under current tax legislation. Such anomalies in calculations may lead to an incorrect tax calculation.

After selecting this option, the Output Selection screen opens. Select the printing options for this report.

The system checks each calculation, and if it finds anomalies, will include it in the exceptions report. Messages available in the report are:

• PP averaging does not apply.

• Second year taxable income for averaging must be greater than the first.

• Superannuation contributions cannot create or add to a loss.

• Gifts cannot create or add to loss.

• Amount claimed for spouse and sole parent rebate exceeds the maximum allowed.

• Both spouse and housekeeper rebate claimed. Is this correct?

Every time a calculation is performed, the system checks for anomalies such as those detailed above. If any are found, you are prompted to view the Exceptions Report at the end of the calculation (alternatively this can be viewed from the menu options).

If a range or batch of calculations is being printed and the system finds anomalies, the prompt to view the Exception Report is displayed at the conclusion of the range or batch print.

Masking

Not available in Accountants Office

A mask is a sorting device, defined by the user, for the purpose of sorting a group of letters or items with common features from your ledger.

For example

If you enter the characters [A*], all those items with codes beginning with A will be included. An * and ? can be used when extracting information. The ? substitutes a character where as the * substitutes all characters after the selection. For example, if you enter the characters [??A*], all those items with an A in the third position of the code will print.

The characters that may be used when entering a mask are:

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