Home page

The Home page shows a breakdown of your current filing progress in a pie chart and a list of your most recently accessed tax returns.

Status pie chart

The pie chart shows a summary of the current status for the tax returns on file. If you have not set up any tax returns, the pie chart will be empty.

By default, the chart shows the status of all your tax returns. If you wish to view results for a particular year you can use the Year drop-down to choose the year to view.

If you have a multi-user account and have set your client responsibilities, you can choose to view cases for a particular Partner, Manager or Staff member, or for a particular Office.

You can select a section of the pie chart to view the corresponding list of tax returns.

Recently selected cases

Every time you access a tax return or set of accounts it will be placed at the top of Your recently views cases. Select any Code or Name in the list to open that case.

Practice Management

If you have Practice management enabled, the home page defaults to your My Tasks screen. This screen displays jobs that are overdue, and lists jobs in order of due date.

There are tabs to access your My Jobs screen, which shows jobs where you are assigned a task, even if that is not the current task, giving you an overview of the status of your jobs.