Search Income Tax

The instructions in this article relate to Search Income Tax. The icon may be located on your StrataMax Desktop or found using the StrataMax Search.

Search Income Tax is used to query Income Tax for a single building or across a portfolio, including prior tax years.

This search assists with reviewing Income Tax data, viewing the results, or producing the Income Tax Report. Results can be saved for ongoing use, exported to Excel, or produced as a PDF-style document.

Searches

Many search screens use the same layout and tabs, even though each one reports on a different area of data. Once you understand how the search screen works, the same process can be applied across a range of searches.

Search Income Tax | Security

To access Search Income Tax, the user must have permission set to Allow for Search Income Tax under the FinancialReports category in Security Setup.

Search Income Tax | What it can report on

Search Income Tax can report on fields such as Start Date, End Date, Income, Non Mutual Income, Partly Claimable Expense, PAYG Instalments, TFN, and ABN for a single building or across the portfolio.

This is useful when you need to review current or historic Income Tax information, compare results across buildings, or produce a list for reporting and export.

Search Income Tax | Recommended search examples

Review income tax for all buildings within 1 year in the past

This search can be used to review Income Tax results for the current building and a specific tax year.

1. Search for or select Search Income Tax.
2. Review the default Current Building and End Date fields.
3. Select the required date or date range in End Date.
4. Click Refresh to load the results.
5. For an Excel version, click Export or Print for a PDF report.

Report on TFN and ABN details

This search can be used to review tax identifier details included in the Income Tax results.

1. Search for or select Search Income Tax.
2. From the Columns tab, add the ABN and TFN fields to the displayed column area. 
3. Click Refresh to load the results.
4. Click Export to export the results to Excel or Print for a PDF report.

Export income tax results for reporting

This search can be used to export Income Tax results to Excel for further review or reporting.

1. Search for or select Search Income Tax.
2. Set the required search fields, conditions, and values from the Restrict To tab.
3. Set the Columns tab to include the tax specific fields. 
4. Click Refresh to load the results.
5. Click Export to export the results to Excel.