Xero Tax Report Setup

Report Setup: ATOmate - Tax Return

These instructions explain how to build the report structure required to retrieve Tax Return estimates and tax year information for clients.

Step	Action

Step	Action
1	From Xero, expand the menu on the left-hand side and select WorkflowMax.
2	Click on the Reports menu and select Report Builder.
	The Report Builder screen displays. Select the Report Builder tab. From the Report Type options, select Tax Return Select Table for the Report Layout Click Create.
4	The Tax Return – Report Designer screen displays with 4 panels to make selections from. Report Panel Click in the Title field and type ATOmate - Tax Return.
5	Fields Panel Click in the drop down menu to select all of the following fields. TIPS: To change the order of the fields, drag each field to reorder the list. If you can't find the tax return fields, ensure the report is a TAX RETURN type (refer step 3).
6	Criteria Panel From the drop down menu, select the [Client] Status filter. Select Excludes > Archived.
7	Publish Panel From the drop down menu, select one or more staff members who will run the report. Leave default selections for other fields.
8	The report can be viewed by clicking Preview Report, or simply click Save.
9	The report now displays both under the Report Builder tab and also under the My Reports tab.

End of article