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Select Trades | Partnerships | Refresh Personal / Trust Tax for Partners.
You should be informed that the operation was successful. Click OK and exit Business Tax. The next stage is to check the data in Personal Tax.
There is now a privileges set up for Business Tax so that practices can restrict the users who can refresh Personal Tax. The default setting on issue will be for all users to have permission as this matches the current level of security. These privileges can be changed through Setup followed by Staff Maintenance.
Where a final return for a client has been prepared in Personal Tax users will be warned that this is the case if they use the Refresh Personal Tax for Sole Trade option. The settings used to determine whether a return is final in Personal Tax are:
For Practice Management users if a final tax return job stage is marked as complete, or
For other users if the final tax return is marked as complete in Administration, Edit Tax Return Dates.