Practice Manager | Report on Final Returns lodged
I am wanting to run a weekly report which lists any lodged returns that have been ticked as Final Returns in the return itself. This will then trigger a set of tasks to wind up the client (ie ASIC deregistrations etc).
10
votes
Jodi O'Connell
shared this idea
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Maneesha Marzol
commented
We wanted a report showing final returns as well and have created a temporary workaround. We have a custom field in the job called final return and tick the checkbox if applicable. We then run a saved report with the criteria 'final return = yes' and we also filter by 'date filed (on or after)'. Not perfect and is dependent on making sure the checkbox is ticked but for us, it is better than nothing :)