 |
 |
|
|
e-Checklists provide a quick and easy way for you to deliver the necessary information, allowing your accountant to complete your Self Assessment tax return.
You will receive a notification from your accountant that your e-Checklist is ready to be completed. Once you have received this, log into OpenSpace in the normal way.
Once you have logged in, click e-Checklist.
This will display a list of checklists.
Each checklist will display a status:
Not Started – this indicates that none of the questions in the e-Checklist have been answered yet.
In Progress – this indicates that one or more questions have been answered.
Finalised – this indicates that the e-Checklist has been completed and sent back to the accountant.
Click on the checklist for the tax year that you need to complete. This will open the e-Checklist.
Complete the e-Checklist by completing the empty boxes with the relevant information; income, expenses and the relief and allowances sections.
Navigate through the sections by clicking in the left-hand menu, for
example, Employment, or use the Next/Previous
options.
Once you have answered a question, select Mark
as answered. This allows you to track the progress of your e-Checklist.
Once you have marked all questions within a section as complete, the status
for the section will be updated.
You can also attach any supporting documentation which may help your
accountant to complete your tax return; for example, a scanned in copy
of your P60.
Once you have answered all of the questions, click Finalise.
This will notify your accountant that you have completed the e-Checklist.
Once you have finalised the e-Checklist, you will not be able to make any further changes.