Submissions

Current Submissions

When a user selects Finalise for an update period or adjustments and allowances, a corresponding submission is created within the current submissions screen to await further action. This tab will display all non-actioned submissions for the selected client and tax year.

Current Submissions table

Each row on the table represents an update period / annual summary that has been reviewed and shows a corresponding submission ready for further action.

For each submission the following is displayed:

• Submission name
• Income type
• Period
• Profit/loss
• Review date
• Submission Status

Previous Submissions

When a user clicks Submit on a period/adjustments and allowances in In Progress status, a copy will appear in this tab. This tab will display all submitted submissions for the selected client and tax year.

Previous Submissions table

Each row on the table represents a submission that has been actioned.

For each the following is displayed:

• Submission name
• Income type
• Update period
• Profit/loss
• Status
• Status

Submission Type sidebar

On clicking Submissions a user will automatically be taken to the Current Submissions page. This will be indicated by the Current Submissions option being highlighted in the sidebar.

Underneath Current Submissions will be a Previous Submissions option which will load a new page of previous submissions that have been sent to HMRC.

View - when a submission is selected, View will load the detailed view of the related update period / annual summary for that submission.

Where a value’s title is underlined a user may drill into the value This opens the area in your software where the value may be changed.

Submit - will send the selected submission directly to HMRC and a copy of the submission will display in the Previous Submissions section.