Tax Software top tips and tricks | GreatSoft

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Greatsoft Team

Greatsoft Team

The GreatSoft management team has an enviable track record backed by decades of experience and thought leadership in the sector.

One of the differences between good Software – and Great Software – is the level of local after sales support and assistance available to you. At GreatSoft our entire focus is on ensuring that you – the client and end user – are making the most of the software that you are using and maximising it to its full potential.

This month, our consultants have put together a list of three features that you should definitely be utilising on out Tax Software solution.

Tax Dashboard
Make sure that you are using our GreatSoft Tax Dashboard. It is the easiest way to get high level, and accurate information – by just looking at the screen and without having to print out any reports.

At a glance, you can see what is outstanding and what is completed. In addition, if you do want to print something out – there is a printer button directly on the screen.

Global Billing
Not a lot of clients are using this and from a billing perspective, this feature can save practices a lot of time. Make sure your team knows about this – it will allow them to generate global bills for thousands of Provisional or Tax Return records, with just a click of the button.

E-Filing.
Our e-Filing module is another feature that many of our clients are still not using yet. This game- changing feature allows you to download assessments in bulk, and request IRP6’s as well as submitting them in bulk. It can also request and submit ITR Tax returns on global scale or 1 on 1 basis.

Speak to your Client Manager today and get more great tips about how you and your team can maximise your software to its full potential. Or contact us via our contact forms for more information on our great Tax Software …click here

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