Product Functional Areas

General

Tax Manager

Custom view
View and user settings
Tax return creation (individual/company/trust)
Creating an amended return
Creating other form types
Integrity Check (importance and function)
PM Database Considerations

Advance Tax Windows

Navigation pane
Document window
Quick access toolbar
Ribbon toolbar
Tool window
Breadcrumb bar
Expanding/collapsing items
Data entry methods
Direct entry
Grid entry
Selecting data from Practice management
Worksheets/Schedules
Creating new Worksheets
Working with Multiple worksheets/Collections

Return Review

Mandatory fields
Validation
Summary tool
Return review
Return review summary report

Printing

Tax estimate
Printing returns
Print templates and options
Export to pdf
 

Hints and Tips

Find and Go to tool
Context help
Auskey setup for SBR intergration
Save
Return integrity check
Rental property assets
Entering data into return (DOB, TFN phone numbers etc)
Dual screen considerations
Pre-Lodge operation
Style and behaviour
Personalising the skin

Return Types

Income Tax Return

Cover Details

Substituted accounting periods
Name and address
TFN and DOB
Final return
EFT details

Sharing, Distributions and Ownership

Sharing
Distributions (from trusts or partnerships)
Synchronise
Ownership

Assets

Creating assets
Asset groups
Asset templates
Asset pools
Batch update
Capital gains assets
Motor vehicles

Additional Components

Under 18 (minors)
Tax free thresholds
Private health insurance

Family Worksheets

Spouse (relationships)
Children

Trust Returns

Cover details
Trust details
Trustee details
Income
Deductions
Distributions

Company Returns

Cover details
Income
Expenses
Reconciliation items
Financial and other information
Other items
Franking account
Tax calculation