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Select a tax year before running the report. There are seven tax return lists:
Tax return master list The management list for all tax returns.
Checklist action list A list of clients who have not returned a checklist.
Tax return action list A list of clients where a return has been received from the IR.
Outstanding checklists List of clients sent a checklist but not returned it.
Incomplete tax returns List of clients where work is in progress and the return has not yet been sent for signature.
Unforwarded tax returns List of clients sent a return for signature that has not been forwarded to the Revenue.
Electronic Return Progress The management list for electronically submitted tax returns.
The first of these lists (tax return master list) will print all clients in status order. This means that the clients with least progress are at the top of the list. The other lists home in on specific tasks. When that task has been completed (the status has progressed) the client disappears from these lists.
UTR List A list of clients showing their unique taxpayer reference.
Review List A list of clients with a forthcoming review.
Overdue Accounts A list of client accounts that are overdue or will become overdue in the next 31 days.
Select a tax year before commencing. The checklist takes data from the previous years tax return and presents blank boxes for the client to fill in the selected tax year information. It includes all details from income, reliefs and allowances. Capital gains are not included nor are self-employment details as this section requires comprehensive accounts information.