4 Jan - Release 1.11
Compatible device have been added to include:
- Microsoft Surface Pro
- Apple Mac – any device running High Sierra<< NEW
- Laptop and desktop computers running windows
Create New Groups
Practices can now create their own defined user groups with pre-set user permissions. This will make it easier for practices to add new users with permission sets which are applicable to the working processes of the practice.
Return Report Builder
By Agent Number: It is now possible to create a report of tax returns for a specific tax agent based on their TAN. This is useful for practices with multiple agents that want to run reports for an individual agent.
Exporting the filter information to PDF: The filter information included in PDF copies of tax return reports has been simplified.
Lodged (sealed) tax forms and Client details
When modifying the TFN or DOB of a client, this change will no longer be reflected in any tax return which was previously lodged.