Maintain tax returns

IT Manager Practice Admin

This category and sub-categories are used to define dates and category controlled lists used within the tax return area of jobs.

  1. Select Admin > Categories from the menu.

  2. Select Main Categories from the list, select Tax Returns, then either Return Types, Jurisdictions, Data Calculations or Racks.

  3. Click Add (or View/Edit to edit an existing category).

  4. Make any changes, then click Save. See the following sections for more detail.

Return Types

FIELD DESCRIPTION
Description The name of the tax return type that will appear in the drop-down list.
Frequency The frequency that the tax return will occur. Options are Yearly, Half Yearly, Quarterly, Monthly, Fortnightly and Weekly.
Rack Assigns the return type to a particular rack.

Jurisdictions

This sub category defines the tax return jurisdictions.

Date Calculations

FIELD DESCRIPTION
Type Links to a specific return type.
JurisCalcId A code used by the system to identify the date calculation.
Jurisdiction Links to a specific jurisdiction.
From Tax Year Enter a year that the date calculation is valid from.
Base Date The date from which any dates are calculated. Options include Job Period End, Job Period Start, Client Year End, Calendar Year End, Calendar Year Start.
Due No. of Months The number of months after the base date that the job is due by.
Due No. of Days The number of days after the base date that the job is due by.
Extension 1 No. of Months The number of months from the base date for the first extension.
Extension 1 No. of Days The number of days from the base date for the first extension.
Extension 2 No. of Months The number of months from the base date for the second extension.
Extension 2 No. of Days The number of days from the base date for the second extension.

Racks

This category defines the racks that are used with tax return types and allows tax returns to be grouped together for processing.