Main Screen

An easy-to-navigate main screen will mean that creating new files, editing existing files and viewing the history of previous interviews will be a simple process.

The software is designed to act as an interactive working paper, allowing users to keep a record of client interviews as an essential file note.

Clients are listed in alphabetical order on the left-hand side and can be accessed by ‘clicking’ on the client’s name.

New Client

Records for new clients can be added as easily as clicking a button, giving users the freedom to include all relevant details to keep a record of the interview.  The information stored will include the client’s name, occupation and the relevant occupation code for the client.

Selecting Occupation

The 1,700+ occupations have been included in the Deduction Finder in line with the listing of occupations provided by the ATO, complete with reference to the ATO’s own salary and wage occupation codes.

Users will have the ability to search for a particular occupation, or choose from a list in alphabetical order.

Filling in Questions

Questions have been designed to be specifically relevant for over 1,700 different occupations, and have been written with reference to various ATO fact sheets and rulings.

In addition to these specific questions, users may add their own questions to the software which can be saved for future use.

Answers provided by clients can be entered into the software and stored for future reference.

Printing Reports

After completing the client interview, users can print a copy of the questions and responses. 

Of course, as the record will also be saved electronically within the Deduction Finder software itself, this interview note can be printed at any time.