Compliance is all about smart new workflows that will pre-fill your tax return, manage assets, add workpapers, documents to your trial balance accounts.

The Compliance page lists all the activity statements and income tax returns for your clients.

 Adding and deleting

• Click Add form to add a new activity statement. Adding a tax return is coming soon!
• Click the ellipses at the end of the line and select Delete to delete a tax return or activity statements.
• Click Back to the old system if you want to complete any FBT returns .

Viewing and filtering

To view tax returns and activity statements:

• for all your clients, select All clients on the sidebar and go to Compliance > Compliance list.
• for one client only, select a client on the sidebar, and go to Compliance > Compliance list.

From the single client view, you can filter the tax return by period and tax return type.

From the All clients view, you can use filters to search by a particular client, period, and type of tax return, and other options:

• To show only clients assigned to a particular staff member, select the staff member from the Staff member drop-down. If you use AE/AO, you'll manage assigned staff from your client's Responsibility tab in AE/AO.
• To show only clients assigned to a particular partner, select the partner from the Partner drop-down. If you use AE/AO, you'll manage assigned partners from your client's Responsibility tab in AE/AO.
• To show only clients belonging to a particular family group, select the family group from the Family group drop-down. If you use AE/AO, you'll set up and manage family groups from your client's Family group tab in AE/AO.

To clear all filters, click Reset.

Tax returns and activity statements are grouped by different statuses:

What's next?

Learn about:

• Compliance workflow and status.