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CA99's avatar
CA99
Member
6 months ago
Solved

Online Tax Return Summary Shift/F2

Hello, I am a manager as a part of my job I review staff tax returns. Is there a summary of the tax return (with the previous year comparative & items completed) on the online tax program like the ...
online tax
  • Mike_MYOB's avatar
    Mike_MYOB
    6 months ago

    Hi CA99​ (and also including PhilipOcchiuto​ as you liked the original post)
    I touched base with the product manager and can advise the below for your information on this:

    "It is on our roadmap to deliver this capability for the next tax year, so that it will compare the next tax year, and data entered in this years tax return online.
    Once delivered, it won't be able to check a prior year prepared in AE/AO, with the current year online in Practice Compliance. 

    In the meantime, we suggest having a copy of the prior year PDF (or the return in AE/AO open), so you can view the online return and a PDF of the prior year side by side."

    Thanks for using the forum - Mike

Mike_MYOB's avatar
Mike_MYOB
Community Manager
6 months ago

Hi CA99​ (and also including PhilipOcchiuto​ as you liked the original post)
I touched base with the product manager and can advise the below for your information on this:

"It is on our roadmap to deliver this capability for the next tax year, so that it will compare the next tax year, and data entered in this years tax return online.
Once delivered, it won't be able to check a prior year prepared in AE/AO, with the current year online in Practice Compliance. 

In the meantime, we suggest having a copy of the prior year PDF (or the return in AE/AO open), so you can view the online return and a PDF of the prior year side by side."

Thanks for using the forum - Mike

CA99's avatar
CA99
Member
6 months ago

Thanks, looking forward to having these features for efficiency purposes.

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