Articles on: PlanSmart

PAIA Annual Return Management

Creating Client Categories


  1. Click on ClientSmart

  1. A. Click on Client Categories

B. Click on Add & Update Client Categories

  1. Click on the pencil to update a category name

  1. Click on Update

  1. Add your categories

  1. Click on Add Category


Allocating Client Categories


  1. Click on ClientSmart

  1. Click on Allocate Client Categories

  1. Search for your client

  1. Click on Show Results

  1. A. Select your category

B. Click on Save


Pulling a Report for all clients allocated to this Category


  1. Click on ClientSmart

  1. Click on Clients Dynamic

  1. A. Select the PAIA Annual Return Category that you have created

B. Click on Show Report

  1. You can then export a list of all of your clients that have been allocated to this category


Creating a Custom Service


  1. Click on PlanSmart

  1. Click on Create Services

  1. Create the PAIA Annual Return Service

  1. Click on Save


Allocating Clients for the Custom Service


  1. Click on PlanSmart

  1. A. Click on Custom

B. Click on AllocateServices

  1. A. Select the PAIA Annual Return Service

B. Click on Show Clients

  1. A. Select the user

B. Select the Month

C. If you would like to set an internal due month, you can do so by selecting a due month as well

  1. Click on Save changes


Viewing and managing your report


  1. Click on PlanSmart

  1. A. Click on Custom

B. Click on Yearly Services

  1. Click on PAIA Annual Returns

  1. Click on Show Report

  1. From here you can view all of your clients that you have allocated PAIA Annual Return Serviceand click on files to upload documents for them

  1. Click on Upload to current file categories

  1. A. Select the PAIA Annual Return Category

B. Choose your file

C. Check if you would like the client to be notified

  1. Click on Upload Files

  1. Your PAIA Annual Return has been uploaded for the client


Updated on: 31/03/2026

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