General Form Settings and Controls
Two ways to see the Trail of the form: 1. User can find the summary of "when and whoever" changed the form , by pointing the mouse/cursor to curr...
Mon, 19 Apr, 2021 at 8:32 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 wither "Complete" or "Summ...
Mon, 19 Jul, 2021 at 3:52 PM
You have an option to suspend a form until you are ready to lodge it. Create a form. Suspended form should show like this - To track suspended ...
Fri, 20 May, 2022 at 9:46 AM
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 2019-07-01 - 2020-06-30 FY 2021 - period for 2020-...
Sat, 16 Mar, 2024 at 9:49 PM
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