1. Current Status and last update and by whom.
2. Indicates appointments set and click to create  new appointment.
3. [Change Status]  -  click to open a drop down list which depending on work done can be used to advance the work.

1. Details of the {Tax Agent} i.e. the person processing the work which is ordinarily pre-filled. The {Responsible Tax Agent}, if any, and the office location and the {Source/Origin} of the work.
2. Select the {Tax Year} for the current work. The tax years are set up in Lookup by your administrator.
3. {Return Type} select from available options.
4. {File Location} free form text entry field to add pertinent details regarding the physical location of file paperwork.
5. {Work Grade} dependent on your standard business practice there is an option to assign work to specific grades of staff.
6. Various fields to enter details of the work fee and related information. Ordinarily the Fee Paid Date is auto filled when the client has paid and confirmation entered in the Work Fee Payment module. The fee account is selected form the drop down list. If required a discount for early payment an be offered with a Finish Date set to encourage early fee payment.
7. Tick boxes that are visible dependent on the work flow. If clickable and not pre-filled then they offer an ability to override some of the preset features in the Tax Work module. Tick boxes for education debt and tax residence provide status information useful in the preparation of survey and marketing campaigns.
8. {Payment No}  -  reference number used on invoices and receipts.
9. {Work Description}  -  preset, using Lookups, of the email subject header used to send the clients invoice and receipt.
10. {Invoice Description}  -  preset text, using Lookups, of the email body when sending the clients invoice for the work done.
11. {Receipt Description}  -  preset text, using Lookups, of the email body when sending the clients receipt for the work done.
12. {Invoice Date} and {Receipt Date} - ordinarily auto filled but can be edited here in event a client needs a pre or post dated invoice/receipt.
13. {Notes}  -  add appropriate notes to the current work, all notes are timestamped for audit and compliance purposes.
14. [Save]  - click to save any changes, button also available at the top right of the Details panel.

1. Client information - summary details.
2. History window  -  use the filter buttons to quickly review the clients interaction with the business
3. Reassign tab  -  used to reassign the works in case of error or for example client separation and work has already been undertaken.
4. Edit Account tab  -  opens a window to quickly edit the clients account details within the CRM.
5. Edit Client tab  -  opens a window to update the tax client Tax Return Type, Tax Residency Status and work Creation Date. Note default residency is NON Resident.
6. Required Documents Tab  -  once set up by your administrator selected documents that are required for compliance reasons including document expiry date can be added to the account.
7. Client Codes tab  - opens a window to enter client codes with respect to external applications such as HandiTax. MYOB, Property Tree etc. These codes link your clients to the external systems. Refer to your system administrator for more details.
8. Unsubscribe Options tab  -   opens window to edit email consent permissions.

1. View Contact Logs relevant to and relating to this work.

1. Opportunities   -  lists opportunities created as a result of the current work.
2. [View], [Create New], [Edit] and [Delete] opportunities directly from the works which automatically links contacts logs from your current work to the opportunity.
3. Notify  - click to create a notification for the highlighted opportunity.

1. Work Allocation can be used to managed and track work for the client account that is shared between more than one employee or partner.
2. Click to [Create New] shared work

1. Disbursements can be used to add expenses attributable to the clients account such as legal or third party advice fees.
2. Create New, Save, Edit or Delete disbursements.

1. Quickly view any properties owned by the client - any, current and sold - can be used to create new opportunities as an example.
2. Create New, Edit or Delete properties owned or controlled by the client.

1. With tax work associated with the account there may be third parties who will be involved in the preparation of the tax work for the client account. The Contacts section allows for their details to be recorded in one place and to be associated with the work.
2. Create New, Edit or Delete contacts.

To add documents to the work there are four options:-

1. [Attach Document(s) from DMS] - to open a new window to browse the DMS.
2. [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
3. Drag and drop into the marked box or...
4. Click on [External Upload Setup - Status: Disabled] - to open the External Upload Setup window. Note that a Red icon indicates the link is disabled. Green icon indicates the link is enabled. See DMS External Upload

To search within the attached documents:-

5. Search the DMS - enter at least 3 characters and filter using tags to locate your files and attach to the work for the account.
6. Filter using tags that have been added to the document attached to the work for the account
7. [Filter by Externally Uploaded Documents] - to search within documents that have been attached by the client.
8. [Search] and [Clear Search] - to search and clear the search criteria, text and tags.
9. Sort filtered results by file name or upload date.