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Thomson Reuters Training & Support

Guides & Tips

Browse the library of user guides, support articles, tips and video tutorials to help you get the most out of your solution. Keep visiting this page for new tools and resources.

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FAQ

How do I allocate profits to beneficiaries/members?

Check you have setup beneficiaries/members accounts correctly. Refer to "How do I set up beneficiary/member accounts"

  1. Go to the Postings tab.
  2. Click on Transaction Journal Wizard .
  3. Click on Profit Distribution/Member Accounts Allocation.
  4. Enter...
Support
FAQ

How do I lodge an early tax return?

The early year of the tax return is not available. You can use the software to enter the data and print the tax return to mail it to the ATO. Make sure to cross out the year and mark the correct year on the tax return. Refer to the ATO website for...

Support
FAQ

Random characters appearing on letters/ financial notes templates

The random characters will appear when you use MS word to edit the RTF templates. You should open the file with notepad or wordpad; otherwise go to File > Maintain templates > Notes to financial report and open the relevant template and click on the...

Support
FAQ

How do I post for closing inventory / livestock?

Make sure to transfer the inventory account or livestock account from the master chart of accounts before posting to them then follow the instructions below.

  1. Go to Postings tab
  2. Click on Transaction Journal Wizard 
  3. Select Closing Stock Adjustment...
Support

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