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There are four program setup options:
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Branch maintenance |
This is used by data centre systems to set up details of each branch. |
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Practice options |
Brings up the standard practice management setup screen which includes Accountants details. It has three tabs. Select the "Agent" tab to enter the name, address and phone number that may be used for repayment claim (Q18), daytime contact details (Q19), form 64-8 and form 41G. |
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Tax districts |
Brings up a list of all tax districts. Most trusts will be sent to one of the three trust districts: London (087) or Nottingham (484) or to FICO (922). Use this option to add new districts or to edit existing district addresses. Note that this is a central database file and any changes made here will affect Personal tax, Business Tax and Corporation Tax returns. |
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Computation option |
Provides options to turn on a date and time stamp on all tax computations. A default can also be set to generate a detailed tax computation automatically. |