Skip to main content

Access Tax - Worksheets copy order customisation in Access Tax

Updated this week

Users can reorder schedules in the tax return worksheet copy in Tax.

  1. Log in to Tax and select the tax form.

  2. Go to Export.

  3. Select Custom Worksheets.

  4. To remove a schedule, left-click and drag the schedule from the Selected Schedules column on the right back to the Available Schedules column on the left.

  5. To add a schedule back, drag the schedule from Available Schedules to Selected Schedules.

  6. You can also select Restore Default to reset the worksheets to the system default layout.

  7. To change the order of schedules, left-click and hold the schedule, then drag it to the required position in the list.

  8. Select Save Custom Layout, then select Ok.

    Tip: Worksheet reorder will work for Individual, Partnership, Trust, Company, and Self-Managed Superfund tax forms.

Did this answer your question?