Skip to main content

Access Tax - Add a custom return status in Access Tax

Updated this week

Users can add custom statuses directly in Tax, or users can import them from the desktop HandiTax program.

Add custom statuses in Tax

  1. Log in to Tax.

  2. Click on the settings cog in the top right.

  3. On the sidebar click Statuses.

  4. Press + Add a Tax Form Status.

  5. Enter a status name, then press the keyboard tab key.

  6. Either, click the status name to utilise the up and down arrows or hold the mouse button down on the status name to drag the record into your preferred position.

Note: If a status is positioned after Lodged, it cannot be transmitted to the ATO.

Upload return statuses from HandiTax

  1. Open HandiTax.

  2. Go to Tools, Export to Cloud.

  3. Tick Taxform Statuses.

  4. Click Export.

Did this answer your question?