Edit Tax Return Dates

Select a client and tax year before entering details. This is a log of the tax return's progress for the selected fiscal year. There is an alternative screen for fast entry of tax return dates.

The interim and final (and the accepted or rejected) radio buttons will appear only when a date is entered.

Current status

The status, shown at the bottom of the screen, is based on the dates that have been filled in. It shows, at a glance, the progress that has been made with the client’s tax return affairs for the selected year.