Tools menu

Administrator - Selecting this option will open a sub menu. The options in this menu allow you to perform restricted actions that require a greater level of security than the standard usage. You must have Administrator Access rights to access these functions. See Administrator Menu for further information.

Agent Filing (FBI)  - The options on this menu allow you to file your clients tax returns via the Internet. See the section Filing by Internet in Personal Tax for more details.

ELS Archive

ELS Activity Report - An ELS Activity Report allows you to view a list of clients whose Tax Returns have reached a specified stage of the ELS submission process.

ELS Messages - View ELS Messages for the client. This will display a history of all ELS messages.

Statements of Account - View Statements of Account for the current client that have been received via ELS. This option is only available if Personal Tax is installed and the currently selected client is an individual who is set up for that module.

 

(Company) Event Log - Opens the Event Log for the currently selected client, or the Company Event Log is the current client is a company.

Form 64-8 - Opens the Sage Forms program to the 64-8 form that can be completed for your clients to authorize you as agent. See Produce 64-8 for more information.

New Tax Year... - Selecting this option opens the Add New Tax Year window. This gives the option to add a new tax year either before or after existing tax years for the current client. This tax year will then be available to allow you to enter information for the client within Control Centre. Note: Creating a new tax year will not Year Update any data for clients.

Accounting Periods...  - Allows you to enter a new period of account for the current client.

Notepad - Opens the notepad to enable you to add notes about your client.

Annual Data Questionnaire (ADQ) - Opens a sub menu giving options to configure the letters associated with the ADQ or to produce a batch of ADQs.

Letter Generator - Opens the Select Letter Window

Report Generator - Opens the Report Generator

RPI Figures... - Opens the RPI Figures window.

Tax Districts... - Opens the Tax Districts window.

Net To Gross... - Opens the Net to Gross calculator.

Calculator... - Opens the Windows Calculator.

Data Links - Opens the Data Link to facilitate data transfers between Sage Accounts Production, Sage Time and Fees and Control Centre.

Access System - Accesses a sub menu of other available Sage Taxation modules:

  • Sage Personal Tax
  • Sage Partnerships Tax
  • Sage Business Tax
  • Sage Trust Tax
  • Sage Forms
  • Sage 50 Accounts
  • Sage Accounts Production
  • Sage Accounts Production Advanced
  • Sage Time and Fees
  • Sage Corporation Tax
  • Sage Capital Gains

 

Tasks - This will open the task list. The default view will be tasks for the current user, but it is possible to show tasks for the currently selected client by choosing the client option at the top of the screen.

User List - Shows a list of staff members that have been entered into the system. From this screen you will be able to add and amend user details and access rights.

Client Counts - Opens the Client Counts window, which allows you to find out how many clients are in Control Centre and change the limits for each Sage Taxation module..