Overview
You can now create your own fields to display what stage the Annual return or BAS/IAS form is up to.
A maximum of 10 custom statuses can be created.
Instructions
From the Main Toolbar navigate to the Compliance menu. | |
Select Tax Compliance or BAS/IAS. |
Then select or along the bottom of the page to open up the status pop-up.
Click the drop-down, then select Add / Edit Custom status
This will open the Custom Status name pop-up
- Click to add a new custom status, enter the name then select the to create the status. The system will save the name of the person that created the status and the date it was made. A maximum of 10 custom statuses can be created.
- Click to edit an existing custom status. The system will save the person who edited the status and the date they edited it.
- If the Custom status is currently within use, you will be unable to delete it.
- If the Custom status is not in use, you can delete it by clicking the button.
- Once you have finished creating the custom status, click close.
The statuses can be selected with the drop-down. All custom statuses will be marked with an Asterisk.