Filing Status

Last modified 14:59, 12 Apr 2016

Overview

This Homepage displays an overall summary of the filing status of all clients' Tax Returns for a given year and by month or selection of months.

When the Homepage is first added to the homepage area the status for all months of a year is shown by default. The results can be filtered for any year and for any number of months within the year.

The results can be viewed eith as a Bar chart or Pie chart.

Selecting the chart to use

To select the chart:

  1. Select the Customise option from the ribbon bar
  2. Place the mouse pointer over the Homepage and right click
  3. Select chart type

Filing_Status_Chart.pngFiling_status_Chart_Type.png

  1. Close the Customise toolbar to save the selection.

Bar Chart

bar Chart.png

Pie Chart

Online Filing status View.png

 

Selecting other Filters

Additional filters can also be applied to the results displayed on the Homepage.

To selectother filters:

  1. Select the Customise option from the ribbon bar
  2. Place the mouse pointer over the Homepage and right click
  3. Select one of the following filters:
  • Client Partner
  • Responsibility type - Assignment partner, Assignment Manager, Manager or Team Member
  • Company
  • Office
  • Department

Filing_Status_Chart.png

  1. To change the default year and month display
  • Choose year
  • Choose month - select a single or multiple months as required
  1. Close the customise toolbar to save the selection.

Export to Excel

The results displayed on the Homepage can be exported to Excel. where the report can be tailored to requirements.

Excel Report.png

 

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