The Tax tab provides a summary of all tax returns imported from Xero Tax. These documents each hold a link to open the return directly in Xero Tax.
The Client - Tax tab is available for Australia sites only.
If you select to view a Client Group at the top of the Client Workspace, the list shows the tax returns for all clients in that Client group and includes the Client column.
Tax Returns are created as links to the tax return in the client's Xero Tax. As this is a dynamic link, this ensures that you always have access to the up-to-date copy of the tax return in Xero Tax.
To access the tax return, open the document and you are prompted to log in to Xero Tax.
The Simulate Agree and Simulate Variance buttons on the Tax tab can be used to run the "Tax Assessments AutoFile (Agreed & Not Postal/Agreed & Postal)" and "Tax Assessments Autofile (Variance)" processes. Refer to Tax Return AutoFile, Tax Assessments AutoFile (Agreed & Not Postal/Agreed & Postal) and Tax Assessment AutoFile (Variance).