Individual Tax Return

Preparation of an Individual Tax Return (ITR)
The video includes the following:  Basic preparation of an Individual Tax Return  Activating Financial Picture  Individual Tax Return  with “Foreign Inc...
Tue, 18 Aug, 2020 at 9:52 AM
Activate "Individual Tax Return" Reporting Module
Once you've worked in the form, you may need to turn-on certain reporting sections. You can do so via - Activate the relevant sections that y...
Sat, 7 Mar, 2020 at 2:49 AM
Adding bank details into an Individual Tax Form (ITR)
To display the firm trust account details or to display the client bank details in the individual Tax Return. Go to "Settings" (Client Setting), ...
Tue, 11 Aug, 2020 at 7:35 PM
Adding "Dividends" manually for Individual Tax Returns (ITR)
Go to "Forms" and click the created ITR. In "Dividends" section, select the  "+" Enter your dividends that never populat...
Tue, 11 Aug, 2020 at 7:35 PM
Business & PSI Income - Individual Tax Return (ITR)
Start by enabling business reporting, via financial image - Navigate to Business Activate PSI & report "Yes" if and necessary. Comple...
Tue, 11 Aug, 2020 at 7:32 PM
Activate "Capital Gains" for Individual Tax Return (ITR)
Select Capital Gains from the financial picture If you are in the form, then go back to the Section Activation Panel From in the form, se...
Tue, 11 Aug, 2020 at 7:36 PM
Entering "Capital Gain Tax" manually for for Individual Tax Return (ITR)
Make sure to Activate Capital Gain via Financial Image Entering CGT Manually for Net loss Use option A to fill the form manually i.e. single g...
Tue, 11 Aug, 2020 at 7:36 PM
"Capital Gains" in Individual Tax Return (ITR)
Activate "Capital Gain" from Financial image You have an option - a. Fill the form manually (simply follow the ATO Form instructions) b. ...
Tue, 11 Aug, 2020 at 7:37 PM
Capital Gains - Multiple Trust Distributions of Individual Tax Return (ITR)
Select Capital Gains from the form summary If you are in the form, then go back to the Section Activation Panel From in the form, select ...
Tue, 11 Aug, 2020 at 7:37 PM
General Pool- Related to Business (Individual Tax Return)
Click here to watch video. Make sure to complete the following information to avoid error in the forms. Setting -> General Setting  -> Contact Deta...
Tue, 6 Oct, 2020 at 7:19 AM