Total
Legal Accounting 3
SECTION
1.5.3 - TAX FILE NUMBERS MENU
This menu leads to programs that allow you to setup
and manipulate TFN information. The TFN master-file contains information not
required for normal Client/Trust functionality. The fields are only required
for government reporting. You can setup as many TFN’s as you require and then
attach Client files to these. Each Client can have up to 10 TFN’s attached. A
TFN can appear on any number of Client files. This saves duplication, as any
change to a TFN will reflect on reports no matter whether they originate from
Mortgages or Securities.
The TAX FILE
NUMBERS MENU is accessed as item 3 on the CLIENT/TRUST UTILITES MENU. On selecting this menu the following screen
will be displayed:
To return to the CLIENT/TRUST UTILITES MENU, press <ESC>.
The files available on this file are defined in the
Australian Taxation Office’s publication, MAGNETIC MEDIA SPECIFICATION FOR PC
SYSTEMS. This definition changes from time to time.
