Access HandiTax has a list of tags that are applicable to the Individual Tax Estimate worksheet so you can use to customise reports.
Access HandiTax uniquely identifies data that it transmits to the ATO by assigning each piece of data a "tag". HandiTax does not transmit the estimate to the ATO. To enable you to insert tax estimate information into customised reports, we have created separate "tags" for you to use.
Use the below tags to create the relevant filter.
If adding to a report layout use the example: GetMoney("XXX")
Change XXX to the relevant tag
This will get the value in that field
If creating a filter to run against a report, use the example: GetMoney("XXX") > 0
Change XXX to the relevant tag
This will look for a value in that field that is greater than zero
Tags applicable to the Tax Estimate worksheet:
ZLA: Depreciation cost limit - from Motor Vehicle or Travel schedules
ZMA: Date PAYG instalment amount paid
ZMB: PAYG instalment amount paid
ZMC: Total PAYG Instalments paid
ZNA: Number of prior years to apply averaging
ZNB: Current year PP income
ZNC: Current year NPP income
ZND: Amount of taxable income from (current year - 4)
ZNE: Amount of taxable income from (current year -3)
ZNF: Amount of taxable income from (current year - 2)
ZNG: Amount of taxable income from (current year -1)
ZNH: Amount of average income
ZOA: Number of prior years to apply averaging
ZOB: Resident prior? (Y/N)
ZOC: Amount of eligible taxable income from (current year - 4)
ZOD: Amount of eligible taxable income from (current year - 3)
ZOE: Amount of eligible taxable income from (current year - 2)
ZOF: Amount of eligible taxable income from (current year - 1)
ZOG: Amount of ineligible taxable income from current year (positive or negative)
ZOH: Average eligible income
ZOI: Normal income
ZOJ: Abnormal income
ZOK: Tax payable
ZMD: PAYG instalment income
ZPA: Tax free threshold
ZPB: Tax payable
ZPC: Averaging offset
ZPD: Complementary tax
ZQA: Beneficiary offset
ZQB: Pensioner offset
ZQC: Aged offset
ZQD: Pensioner/beneficiary/aged offset (if entered by user)
ZQE: Low income offset
ZQF: Lump sum offset
ZQG: Life assurance bonus offset
ZQH: Other offsets
ZQI: MAWTO from Estimate schedule
ZRA: Basic Medicare Levy
ZRB: Medicare levy surcharge
ZRC: Total Medicare levy (Note: ZRC = ZRA + ZRB)
ZRD: Medicare levy (if entered by the user)
ZRE: HECS debt
ZRF: Supplement Loans Scheme debt
ZRG: Total HECS and Supplement Loans Scheme repayment amount (if entered by the user)
ZRH: HECS repayment amount (if ZRG exists, this will be blank)
ZRI: Supplement Loans Scheme repayment amount (if ZRG exists, this will be blank)
ZRJ: TLS
ZRL: Tax payable before credits
ZSA: Tax withheld from S&W income
ZSB: Arrears tax withheld
ZSC: Baby bonus offset
ZTA: Calculate FTB estimate? (Y/N)
ZTB: FTB Part A
ZTC: FTB Part B
ZTD: Family Tax Payments already received from the Family Assistance Office
ZTE: Working Income
ZYA: ETP excessive component
ZYB: ETP amount received in prior years
ZYC: Tax withheld from ETPs
ZYD: Total supplement income or loss
ZYE: Total income or loss
ZYF: Total supplement deductions
ZYG: Net PP distribution (partnerships)
ZYH: Net PP distribution (trusts)
ZYI: Net NPP distribution (partnerships)
ZYJ: Net NPP distribution (trusts)
ZYK: Net rent
ZYL: Rent (interest deductions)
ZYM: Rent (building write-off deductions)
ZYN: Rent (other deductions)
ZYO: Total supplement income or loss
ZYP: Total business income (PP)
ZYQ: Total business income (NPP)
ZYR: Tax payable/refundable (This tag is the HandiSoft Estimate, If the amount is positive, it's the estimated amount of tax payable; if it's a negative figure, it's the estimated amount of tax refundable)
NOTE: Please refer to the Access HandiTax User Guide for instructions on creating custom reports.