General Form Settings and Controls
Two ways to see the trail of the form: 1. Status 2. Via 3 little dots 1. Status User can find the summary of "when and whoever" changed the...
Fri, 14 Feb, 2025 at 10:00 AM
Question: How to reverse form to "Draft" status again? Answer: In order to go back from "Draft" status just click the Lock Icon locate...
Thu, 7 Sep, 2023 at 9:52 AM
If you are about to start a form you have an option to Select "Lodgement date". Note, "Lodgement Date" is automatic date from ATO, but ...
Wed, 15 May, 2024 at 9:46 AM
Navigate to Clients > Settings > Team Below illustration shows that the client "Aj Doe" is currently in "Public" access, it means...
Wed, 1 May, 2024 at 10:34 AM
Open the Form and press the Print Icon - Then, tick the box whichever is necessary - And option to choose either "Complete" or &quo...
Fri, 15 Nov, 2024 at 9:48 AM
In this Guide: Suspend Unsuspend Suspend You have an option to suspend a form until you are ready to lodge it. First, you need to Create a form. ...
Fri, 14 Feb, 2025 at 12:56 PM
1. Create a form 2. Validate the form & clear all errors 3. Set the form to "Complete" 4. Top right of your form, press "Mark for...
Wed, 18 Jan, 2023 at 7:48 AM
An example of an ATO prefill view - Note: There is NO prefill button for CTR and TRT, unlike for ITR which has that capability. We recommend all ...
Fri, 17 Nov, 2023 at 7:02 AM
First of all, please see the standard period for different financial year forms FY 2020 - period for 1 July 2019 to 30 June 2020 FY 2021 - period fo...
Mon, 20 Jan, 2025 at 9:58 AM
In this example, we will build a relationship, whereas "Spouse" is not an existing client and we don't want the spouse to remain as a "Cl...
Tue, 23 Mar, 2021 at 9:26 AM