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Access Tax - Lodge returns by Partner, Manager or Staff in Access Tax

Updated this week

Where a staff member has prepared returns ready for lodgment, e.g. the Status is Ready to Lodge, users can tag in bulk and lodge them when required.

Note: The filter settings come from the Practice Settings options in the Edit Client Details window.

Edit client details practice settings
  1. Click the Practice User Filters button and select your Partner, Manager and/or Staff.

    Practice Filters
  2. To display a list of Ready to Lodge returns for the specified user, click on the funnel icon beside the Status column, then select Ready To Lodge, OK.

    Status
  3. Tag the required returns, then click Lodge.

  4. Follow the prompts to lodge the returns.

  5. Once complete, click on Practice User Filters again, then click Clear User Filters.

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