Tax Assistant Online Presentation

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Tax Assistant Online Presentation

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Why you should consider Tax Assistant Online?

• Broadband connection is used by 80 of internet
  users
• This makes the online application easily
  accessible from the home office environment
• Remote access 24/7
• You can access the online application at the
  most convenient time that suits you.
• Businesses are going online
• Tax return preparation should not be different.
  The technology ensuring secure connections with
  the online application is improving and trust
  towards online programs is growing.
• It will increase publicity of your business
• Your company details will be displayed to the
  potential clients providing you with a better
  chance to grow.
• Provide clients with extra service
• You can allow your existing clients to complete
  their tax returns online prior to an appointment,
  minimizing the time they have to spend in your
  office.
• Ability to reduce the cost of tax return
  preparation
• By moving the work load of tax return
  preparation onto the taxpayer, you can save time
  and pass the saving on to the clients making your
  fees very competitive.
• New clients from any place in Australia
• With the online application you can reach people
  located in all parts of Australia. This will
  increase your market place and create more
  chances to grow.
• Embedded version
• You can choose to embed the online tax return
  preparation program to your site, eliminating the
  need to compete with other tax professionals
  registered in the system.
• Low subscription cost
• The annual subscription fee for Tax Assistant
  Online is as little as 330, providing you with
  an unlimited number of taxpayers you can keep in
  the system. We can also setup an
  embedded/rebranded version of the program for an
  additional 1000 annual fee.

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This is the Tax Assistant online home screen
New user registration
Existing user registration
Search for your nearest tax agent using your
postcode
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User Log-in screen
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New account screen
Enter new user details
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When completed click on Register
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Enter your postcode to display the nearest tax
agent in your area
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Alternatively, you can search for all available
tax agents
Click view to display additional tax agent
information
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Agent information page displays contact
information, description of their company as well
as their location on a map
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You are able to see the location of the agents
office on the map
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You are also able to see a satellite image of the
tax agents address by clicking on the satellite
button above
Click on the select button to choose this tax
agent as your current tax agent
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Once you have chosen a tax agent, their agent
information and logo will be displayed
Click on the link to display Tax Assistant Online
Help
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Tax Assistant Online Help
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You are able to change/update your details using
manage profile
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In this screen it is possible to change any of
your personal information. For example change of
postage address or telephone number
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Once you have chosen a tax agent, click on Open
tax return to begin your tax return for the
chosen tax year
You are able to post questions to your tax agent
by clicking the add Question button
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Complete this form to ensure that you are
provided with the most relevant tax return items
based on your answers
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When you have finished answering the questions,
click on next to begin filling out your tax return
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We will now scroll down to view the various items
in the tax return (some items will be excluded)
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You can skip to any area of the return by
clicking the menu on the left
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Click on business items to access the business
items schedule
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Remember if an item is underlined, you can open a
worksheet for that item
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It is possible to add or remove items from your
tax return by clicking on item selection
Tick or un-tick the items you want displayed in
your return form
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Click on the box next to an item to display the
help screen for that part of the return
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This is the help screen for salary or wages, that
we clicked on in the previous slide
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Click on an underlined item to create a
worksheet. (If a worksheet has not been created
for an item it will be blue)
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This is the worksheet for Salary or wages, which
we clicked on in the previous slide
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After you have entered data in the relevant
fields, click on save and close to return to the
main form
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You will notice the following items are red, this
is to show that an associated worksheet has been
created
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The drop down box allows you to choose your
occupation from an extensive list
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The occupation code is automatically added once
the occupation is chosen
Employment termination payment worksheet
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This is the employment termination payment
worksheet which we clicked on in the previous
slide
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Once you have filled out this worksheet, click on
the save and exit button to return to the main
form
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You will now see all the information you entered
in the worksheet displayed on the return from
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We will now look at the other work related
expenses worksheet, which you can click on to open
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Fill out your other work related expenses in this
section
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To add another item to the worksheet, click on new
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You can also fill out a depreciation worksheet ,
by clicking on depreciation
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Enter the depreciation data, then click save and
exit
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Click on save and exit to return to the main form
You will notice the depreciation data has been
updated in the form
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Other work related expenses is now red, which
shows a worksheet has been created for this item
Click here to open the tax estimate form
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As you can see, the form calculates your
estimated tax refund based on the information you
provided in the main form
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To check for errors in the return form, click on
the check button
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The validation form checks your return for any
errors
If any errors are found, the error code and a
description of why that error occurred are
displayed
After reviewing the errors, click on close to
return to the main form
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Click on the print button to print a copy of the
return
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In this screen you are able to preview the form
before printing
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Click on help to open the help screen
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Click on add question to post a question to your
chosen tax agent
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Type questions to your tax agent in the space
provided
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Type questions to your tax agent in the space
provided
When you have finished typing, click on save to
return to the form
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Your question will now be displayed under messages
To delete or edit the message you have created,
click on the relevant buttons on the right of the
screen
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When you have completed filling out your return
click on finish
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Specify your payment method from the three
available options
Click on submit to complete the payment
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Once you have paid, scroll down to complete the
form
You can fix current errors, or leave them for
your tax agent if you are unable to fix them
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Check your information is correct
Tick the Yes boxes then digitally sign to
complete the form
Click on the submit button to complete
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Tax agent login
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Enter your user name and password
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Tax agent home screen
Displays all the clients who have chosen you as
their tax agent
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Click on this button to open the item selection
screen below
You can choose which Items to enable for newly
registered clients
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Click on profile to manage your user profile
You are able to edit your personal information in
this screen
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The messages button, when clicked will display
all messages posted to you by your clients
Here we can see the message posted by client John
To reply to messages, click on the reply button
located on the right
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The embedded version of Tax assistant online,
allows you to emulate the software as your own
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When a user logs in through your site, your
company logo is displayed and not Software
Assistant
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It will appear as though this online service is
offered through your company and not software
assistant
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Your company logo will also appear in their
return form
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Price
Tax Assistant Online is available for 330 plus
1000 for the embedded version
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Tax assistant online will be advertised using the
following electronic media