The Tax system records the activity and status of each return in a history log, which includes the following details:
- Return session
A Tax session is the period between log in to and log out from the Tax system. A return session begins when the return is opened and ends when the return is closed. date - Status/activity description, such as input updates, calculation, save, restore, return security, import, export, prohibit changes, and print
- User ID and staff sort name of the staff who performed each status/activity
- Start/ finish times and duration of each return session
You can view the history log from either Return Manager or from an open return. Do one of the following:
- From a tax return. Click
in the Security group on the Manage tab.
Return history is listed by session, which begins when you open the return and ends when you close it. The list is in reverse chronological sequence with the most recent session at the top of the list.
The Return History window provides the following options:
- Print. Click
- Export. Click