Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

You can print the one or more schedules separately from Reports > Print schedules > Print Schedule Options.

 

It is not advisable to print the final return from this option as the front cover for the individual, partnership and trust returns is a separate document and pagination would be incorrect. To print the full return, select Reports > Print Return.

 

To access Schedules to print
  1. With the return selected, click Reports > Print Schedule to open the General tab.

  2. At the Forms and Schedules field click F10 to display the index of schedules and worksheets attached to the return.

  3. Highlight each schedule to be printed and click Select. A tick is shown beside each schedule or worksheet you've selected.

  4. Click OK to continue.

  5. Complete the Preview/Print screen for the printing options for this report.

  6. Click OK.

 

Return

Code: The code identifies the return currently open or (AE) highlighted in the Return index. If you want to print a schedule for a different return, click F10 to display the Select return index, scroll or arrow up or down to the required return and click Enter.

The F10 index includes every type of income tax return and activity statement in your data base whether it is rolled over or not.

You can type the return name on the cursor bar and the cursor will move to the first instance of what you've typed. The more letters you type the closer the cursor will come to the return you are searching for.

Options

Form or Schedule: By default whichever income tax return you are working on (I, P, C, F, MS or T) is displayed as ready to be selected.

Click F10 to open the index of the attached worksheets or schedules.

Print Notes: Tick this option for the notes attached to this return to be included in this printing. Be aware that you can select individual Notes when printing from this Option. If you select to print Notes, therefore, all Notes attached to the return will be printed.

New Page per Depreciation group: To activate this checkbox a Depreciation worksheet must be included in the print. When this checkbox is selected each depreciation group begins printing on a new page.

Facsimile Printing: Tick this option to print a facsimile return and its related schedules. Refer to Facsimile Preview and Print.

Pooled Asset Report Schedule and Listing

LVP and SBE Pools: When the Depreciation worksheet is selected for printing, the Pooled Asset Report will include both the Pooled Schedule and the Pooled Listing.

For assets in LVP or SBE pools the Pooled Listing includes details of the Asset Code, Description, Acquisition Date, Private Use%, Original Cost, Total 2nd Element, Sale Date and Consideration.

Motor Vehicle Worksheet

Include M/V Declaration: Tick this option to include the Motor Vehicle Declaration along with any Motor Vehicle worksheet currently being printed. An M/V Declaration provides a substantiation record when claiming motor vehicle related expenses.

To cause the declaration to be printed whenever a motor vehicle worksheet (mve) is printed set the Practice defaults and User Preferences accordingly.

To print the declaration separately from the mve worksheet, click Reports > Letters and select the code MVD.

Capital Gains/ CLW worksheet

Detailed/Summary: If a capital gains or consolidated losses utilised schedule is to be printed, you may select to print either a summarised or a detailed report. Also refer to Capital gains tax reports.

ATO Forms

Include worksheets: Tick this option to print the worksheets attached to the selected BAS, IAS, FBT or Energy Grants Credit forms.

Include ELD: Tick this option to include the electronic lodgment declaration for the selected BAS, IAS or FBT or Energy Grants Credit forms.

Validate for ELS: Tick this option to allow ELS validation of Standalone Forms. These include all Forms that are not lodged with the main returns (I, C, F, P and T).

Generic Schedules

Generic schedules are included in the list of schedules attached to a return. They can be identified from the Description.

The description applied each generic schedule is derived from the name of the item/label on the return, but this description may be edited. A field number in part of the description, for example (field E277), indicates the specific item/label to which the generic schedule is attached. If necessary, you can search on the field number in help to find the exact location of the generic schedule.