Print a tax return

Once you are in the tax return, you may print the Tax Return, Depreciation report and Invoice as quick print options. Select Print and then Tax Return.

You can also choose to print the tax return by using the Print Profile, which allows you to print a collection of reports.

After selecting the Print Profile, a window will appear listing default profiles and collations.

Select Print to download PDF copies for both Client and Tax agent

To add a new print profile, go to Print > Print Profile, then select Go to Setup to add a new profile.

Add a new profile

To add a new profile in the setup screen:

Select Profile in the left-hand menu. Make sure the tax year and entity is correct for the profile you’re adding by selecting the tax year and entity at the top.
Select Add to add new profiles for the entities. You can choose any of the default collations or add a new collation.
After you save the newly created collation, mark whether you want the profile to download as a PDF copy and whether you want the copies to save into the document folder.

Add a new collation

To add a new collation in the setup screen:

Select Collation in the left-hand menu. Make sure for which tax year and entity you are adding the collation by selecting the tax year and entity at the top.
Select to add a new collation. Give a collation name and select a default template to view list of forms supported. You can change the print condition for each form to Never or As Required.
You can also set the order of the printing by selecting Move Up and Move Down from the action buttons.

Modify an existing collation

You can modify the existing collations by selecting , then Modify existing collation.

Masking the Tax File Number (TFN) and bank account number

To mask a tax return for a collation, select Setup and then the Profile tab in left menu.

Select Client to expand and tick Mask return.

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