Not available in Accountants Office

The Utilities menu offers these options:

• Control Record in the Tax Calculator

• Export Calculations by Batch

• Export or Recalculate Calculations by Range

• Recalculate by Batch

• Export or Recalculate Calculations by Range

• Export Parameter Tables

• Import Data

• Rebuild Data Files

• (AE) Backup and Restore

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Control Record in the Tax Calculator

Not available in Accountants Office

The Control Record in the Tax Calculator comprises these tabs:

• Preferences - to determine the default sequencing of calculations in the index.

• Year Defaults - to determine the default parameter tables.

• Report Defaults - to set default settings for reports.

• Practice Details - to set the details for the practice

The Control Record is displayed during the setup routine and may be accessed at any time from the Utilities menu. The Control Record screen indicates that your Tax Calculator is integrated with your Tax ledger and (AE) Tax Client Data.

You may click [F10] at any of these fields to select from a list of the options Yes and No.

Tax: The Tax Calculator is integrated with Tax and the maintenance of return codes is controlled by that application. If any calculations in the Tax Calculator have the same return code as returns in Tax, the details from the return in Tax may be pre-filled into the corresponding calculation in the Tax Calculator.

(AE) Tax Client Data: The Tax Calculator is integrated with Tax Client Data for the maintenance of return codes.

This information is displayed:

• The time and date the control record was last updated, and

• The operator who updated the control record.

User Printing Options: This series of checkboxes is used for selecting various printing options.

To select the default parameter tables select Year Defaults > Properties and select the tables for Form I and Form T.

To select the default report layouts select Year Defaults > Report Defaults.

To set the details for the practice select Practice Details.

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Preferences

Not available in Accountants Office

The default sequencing of calculations in the Calculations index is set using the Preferences tab.

How to edit the Control Record preferences

1. Click Utilities > Control Record.

The

screen is displayed.

1. Click [Preferences] to open the Control Record Preferences screen.

2. At Sequence: select the default method for sequencing calculations in the Calculations index. Enter the one digit code for the sequence method required. You may also click [F10] to select from a list of the sequencing options:

• Return: Description: Type

• Client: Description: Type

• Client: Return: Description: Type (the default)

• Description: Type

The

 index contains a

 option. This switches between all the above methods of sequencing calculations.

1. At View: Select to view either individual, trust or all at the index. Enter the one character code for the option required, or click [F10] to select from the list of the options.

2. When the required details have been entered, click OK to save the information.

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Year Defaults

Not available in Accountants Office

The Control Record Year Defaults index stores all control record information, for example, report layouts and default parameter tables.

To select the default parameter tables select Year Defaults > Properties and select the tables for Form I and Form T. Refer to Default Parameter Tables.

How to maintain the Control Record Year Defaults:

1. Click Utilities > Control Record > Year Defaults.

Options available

From this screen, these functions are accessed:

• Edit the details of existing control record information. Highlight the relevant control record information and click Properties.

• Add new control record information. Click New.

• Delete any unwanted control record information. Highlight the control record information to be deleted and click Delete. To confirm the deletion, select Yes at the prompt.

• Click Report Defaults to display the Estimate Report Defaults. Click [F10] to edit the letter layouts for each header and footer.

• Exit from the Control Record Year Defaults index. Click Cancel.

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Default Parameter Tables

Not available in Accountants Office

The Default Parameter Tables screen is used for setting default parameter tables to be used to perform calculations. Every calculation added will use the parameter tables you select here.

How to select maintain the Default Parameter Tables to suit your practice:

1. Click Utilities > Control Record > Year Defaults.

2. From the Year Defaults screen click

• [New] to add default parameter tables, or

• [Properties] to edit an existing set of parameter tables.

Current and next income years

A set of parameter tables for the current and next income years are shipped with the application. You may create your own sets of parameter tables for the purpose of performing calculations under differing conditions. The parameter table for the current income year may be referred to as the primary table. The parameter table for the next income year may be referred to as the PAYG table.

Primary and PAYG options

If either the Primary or PAYG is selected, the Select Parameter Tables index will open. The Select Parameter Tables index lists all the parameter tables added to this Tax Calculator ledger. From this index, parameter tables may be added, edited or deleted.

For more information, read: Parameter Tables Properties. Parameter tables are normally added by clicking Maintenance > Parameter Tables.

Related topics

General Tax Rates

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Report Defaults

Not available in Accountants Office

The Report Defaults screen is used for selecting all the default layouts for printing reports. In the Tax Calculator, these consist solely of estimate headers and footers. During the setup routine Report Defaults screen opens.

How to maintain the report defaults to suit your practice:

1. Click Utilities > Control Record to display the Control Record details.

2. Click Year Defaults to display the Control Record Year Defaults index.

3. Click Report Defaults to display the Estimate Report Default details.

• Page 1 Header: The code of the default layout header is CALCHEAD.

• Page 1 Footer: The code of the default layout for the footer is CALCFOOT.

• Next Header: The code of the default layout header is NEXTHEAD.

• Next Footer: The code of the default layout for the footer is NEXTFOOT.

To alter these defaults click [

] and select a customised header layout from those listed in the

 index. (AE) Refer to

1. When all required details have been entered, click [OK] to save the information.

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Select Text Letter Index

Accountants Enterprise only

How to display the Select Letter index:

1. Click Utilities > Control Record > Year Defaults.

2. Click Report Defaults to display the Report Defaults screen.

3. Click [Edit].

4. At any Report Defaults field click [F10] to display the Select Letter index.

Options available from the index

This index lists all the master letters you have transferred and any letters you have created. From this index, you may edit existing letters to suit your practice's needs.

In order to include data from the application (such as figures, descriptions etc.) in your reports, you must instruct the application to insert the relevant data in your reports. This is done through the use of letter writing fields. Each field causes data to be extracted from the application for printing in a report. Each field is prefixed by the caret symbol (^).

Editing a Letter

You may edit the details of a letter by:

1. Highlighting the letter you wish to edit and clicking [Properties] or [Alt+T]. The prompts Code and Description are displayed.

2. At Code: Enter a code with which to index the letter you are editing. Up to 10 digits can be entered in this field. Each letter must have a unique code.

3. At Description: Enter a description for the letter you are editing. Up to 40 alphanumeric characters can be entered in this field. This description should be meaningful and relevant.

4. Click [OK] to continue and the letter writing screen displays.

Back to Report Defaults

Practice Details

Not available in Accountants Office

The Practice Details screen is used for entering contact details for the practice.

Click Pre-fill to default current practice details recorded in the Tax Control Record.

Back to Control Record in the Tax Calculator

Export Calculations by Batch

Not available in Accountants Office

The Batch Export index lists all the calculations in your Tax Calculator ledger. You may export one or more of the calculations to a DVD or hard drive.

How to export calculations by batch:

1. Click Utilities > Export Calculations by Batch.

The

screen opens.

1. Highlight the calculations to be exported, highlight each required calculation in turn and click [Select].

A tick will display against calculations that are selected, indicating that they will be exported.

To remove the tick from a calculation, highlight the calculation (currently ticked) and click [

]. The tick is removed, indicating the calculation will not be exported.

1. If you are exporting to a DVD, make sure that you have a DVD in the relevant drive.

2. Click [Execute] to open the File Export screen.

3. File Export screen requires you to enter the full path and file name for the file being created when calculations are exported.

4. Click [OK] to export the calculations.

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Export or Recalculate Calculations by Range

Not available in Accountants Office

The first screen displayed is the Sequence screen. This screen consists of several sequencing options. Select the sequence in which calculations will be exported/recalculated.

For the meaning of terms used in the Sequence screen refer to Calculation Properties.

Export Destination

If you are exporting calculations, enter the destination of the exported calculations. Enter the full path and file name for the file which will contain the exported calculations. Click [Enter] to continue to the select the range of calculations.

Range of Calculations to process

Nominate the range of calculations to export or recalculate.

The default range for all sequencing options is from first to last, i.e. the first to last calculations in your Tax Calculator ledger.

Each line consists of three fields. At the first field of the first line, enter the first calculation in the range of calculations to be exported/calculated. In the second field of the first line, enter the name (description) of the first calculation to be exported/recalculated.

In the first field of the second line, enter the last calculation of the range of calculations to be exported/recalculated. In the above example, all calculations that are attached to returns within the range BLOOM to SMITH will be exported or recalculated.

Click [OK] to commence the recalculation or export process.

Back to Utilities in Tax Calculator

Recalculate by Batch

Not available in Accountants Office

How to recalculate calculations by batch:

1. Click Utilities > Recalculate by Batch. 

2. The Batch Recalculate index lists all the calculations in your Tax Calculator ledger. You may recalculate one or more of the calculations.

3. Highlight the calculations to be recalculated and click [Select]. A tick displays against calculations that are selected for recalculation.

4. To remove the tick from a calculation, highlight the selected calculation and click [Select] again.

5. Click [Execute] so that the selected values are all recalculated.

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Export Parameter Tables

Not available in Accountants Office

How to export parameter tables:

1. Click Utilities > Export Parameter Tables.

The Exporting Data screen requires this information:

INSERTIMAGE  

1. At File: Type the full path and file name for the file which will be created when the parameter tables are exported.

2. Click [Enter] to export the parameter tables as specified.

Back to Utilities in Tax Calculator

Import Data

Not available in Accountants Office

How to import data:

1. Click Utilities > Import Data 

2. With any duplicate calculations do you want to?: Select this option to create new calculations or overwrite calculations in your ledger. Any calculations that have the same code as a calculation which you are importing may be overwritten or a new one may be created.

After answering this prompt, the Importing Data screen is displayed.

1. File: Enter the full path and file name or navigate to file which contains the calculation data to be imported.

2. Click [OK] to import the calculation data from the location specified in the File Import screen.

Back to Utilities in Tax Calculator

Rebuild Data Files

Not available in Accountants Office

To rebuild data files:

1. Click Utilities > Rebuild Data Files

This screen that displays conveys the message:

These routines export all data from the files

The files are then reset using the latest template and the data is imported.

1. To continue to rebuild the data files select Proceed.

When should rebuild your Calculator ledger?

This option should only be used if your Tax Calculator is corrupt, or if you have received a new version of the Tax Calculator ledger.

Related topics

Control Record in the Tax Calculator

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Backup and Restore

Accountants Enterprise only

To back up a Tax Calculator ledger:

1. Exit to MYOB System Services.

2. At the list of ledgers highlight the ledger to be copied and click File > Backup

3. Follow the prompts in the Backup Wizard to complete the Back-up.

When you back up an Tax Ledger, the corresponding Calculator ledger is included.

Back to Utilities in Tax Calculator

Tax Calculator menu outline

Not available in Accountants Office

File

The File menu provides these options:

• Open - To open the highlighted calculation for editing.

• Properties - To display the calculation profile, refer to Calculation Properties.

• New - To create a new calculation or derive values from the tax return.

• Delete - the currently highlighted calculation

• Copy - duplicate a calculation

• Sequence - opens a list relevant to the current data entry operation.

• List - This option creates a list of the calculations in the index.

• Page Setups - This option provides for you to adjust page setups for printing without leaving the Calculator. Refer to Page Setups.

• Print the estimate - refer to Tax Estimate [F4]

Utilities

The Utilities menu provides these options:

• Control Record in the Tax Calculator

• Export Calculations by Batch

• Export or Recalculate Calculations by Range

• Recalculate by Batch

• Export Parameter Tables

• Import Data

• Rebuild Data Files

View

• Display/hide the Navigation bar

Maintenance

• General Tax Rates

• (AE) Letter Writing in Tax Calculator, Tax Tracking and Client Database

• Exchange Rates

Reports

• Tax Estimate [F4]

• Print Reports Options

• General Tax Rates

• Exceptions Report

Options

• (AE) System Calculator

• Dates [F7]

• Schedule [F8]

• Select Option [F10]

• Auto Accept

Help

• Help on current screen

• Online Manual Help Contents tab

• About Box

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Dates [F7]

Not available in Accountants Office

The Date Range Calculator applies where a number of days is required in the field currently being edited. This calculator can be accessed by:

1. Clicking [F7] or Options > Dates.

INSERTIMAGE  

1. At Starting Date/Finishing Date: Type the relevant dates in the format DD/MM/CCYY and click [Enter] to calculate the number of days.

The century portion of the date calculator defaults to 20. To enter a date prior to 2000, at the year field type a '

' (minus sign). The year now begins with 19.

To return the year to 2000, type a '+' (plus sign). The year now begins with 20.

1. Click [OK] to transfer the number of day to the data entry screen.

Back to Tax Calculator menu outline

Schedule [F8]

Not available in Accountants Office

A schedule may be attached at any field where the ellipsis appears:

INSERTIMAGE  

If a schedule can be attached to a field, you may also click [F8] to display the schedule or click Options > Schedule.

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Select Option [F10]

Not available in Accountants Office

This option enables you to display a list of alternatives appropriate to a particular field. Clicking [F10] displays a list of options.

Whenever you are able to display a list at a field, you may either click [F10] or Options > Select.

Back to Tax Calculator menu outline

Auto Accept

Not available in Accountants Office

The Auto Accept function operates on data entry screens that involve transactional dialogs used to record more than one entry of the same type. When Auto Accept is on the data is saved automatically when the details in the last field have been completed. This means that the OK option does not have to be activated to save data entry.

The Auto Accept checkbox is ticked by default.

To turn the Auto Accept function off, select Options > Auto Accept.

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