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* 1. Contact Information

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* 2. Tax Manager:

  Inexperienced Average Confident Advanced
Custom view
View and user settings
Tax return creation (individual/company/trust)
Creating an amended return
Creating other form types
Integrity Check (importance and function)
PM Database Considerations

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* 3. Advance Tax Windows:

  Inexperienced Average Confident Advanced
Navigation pane
Document window
Quick access toolbar
Ribbon toolbar
Tool window
Breadcrumb bar
Expanding/collapsing items
Data entry methods
Direct entry
Grid entry
Selecting data from Practice management
Worksheets/Schedules
Creating new Worksheets
Working with Multiple worksheets/Collections

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* 4. Income Tax Return - Cover Details

  Inexperienced Average Confident Advanced
Substituted accounting periods
Name and address
TFN and DOB
Final return
EFT details

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* 5. Income Tax Return - ATO Pre Fill:

  Inexperienced Average Confident Advanced
ATO Prefill data export
Prefill data import selection
Advance Tax Import

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* 6. Income Tax Return - Sharing, Distributions and Ownership:

  Inexperienced Average Confident Advanced
Sharing
Distributions (from trusts or partnerships)
Synchronise
Ownership

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* 7. Income Tax Return - Assets:

  Inexperienced Average Confident Advanced
Creating assets
Asset groups
Asset templates
Asset pools
Batch update
Capital gains assets
Motor vehicles

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* 8. Income Tax Return - Additional Components:

  Inexperienced Average Confident Advanced
Under 18 (minors)
Tax free thresholds
Private health insurance

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* 9. Income Tax Return - Family Worksheets:

  Inexperienced   Average Confident  Advanced
Spouse (relationships)
Children

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* 10. Trust Returns

  Inexperienced Average Confident Advanced
Cover details
Trust details
Trustee details
Income
Deductions
Distributions

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* 11. Company Returns

  Inexperienced Average Confident Advanced
Cover details
Income
Expenses
Reconciliation items
Financial and other information
Other items
Franking account
Tax calculation

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* 12. Return Review

  Inexperienced Average Confident Advanced
Mandatory fields
Validation
Summary tool
Return review
Return review summary report

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* 13. Printing

  Inexperienced Average Confident Advanced
Tax estimate
Printing returns
Print templates and options
Export to pdf

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* 14. Hints and Tips

  Inexperienced Average Confident Advanced
Find and Go to tool
Context help
Auskey setup for SBR intergration
Save
Return integrity check
Rental property assets
Entering data into return (DOB, TFN phone numbers etc)
Dual screen considerations
Pre-Lodge operation
Style and behaviour
Personalising the skin

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* 15. Do you have any comments?

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