Data Protection: Guidance on Data Accessibility and Portability

Introduction

Data protection law identifies that a data controller has a responsibility to supply all personal data held about an individual (data subject) if requested. Within PTP this may cover data recorded, reports, and/or screenshots. This right allows individuals to know what data you hold on them (right to access) as well as to obtain and reuse certain personal data for their own purposes across different services in a structured, commonly-used machine-readable open format, for example, CSV files (right to data portability).

In PTP there are:

several reports available where client specific information can be generated into reports, outputted to Word, PDF or even Excel.
various methods to manually create a CSV from the data in PTP including most reports when selected to send to Word can be changed to be ASCII Word Processor format which effectively creates a CSV formatted file of the report.
screenshots of data are considered an acceptable method of returning data although these may not be appropriate if data portability is required.
the databases can be interrogated using Access / SQL views to obtain the client data, however it is worth noting that the database is a complex structure and requires a detailed understanding of the Access/SQL database and MS Access / MS SQL, therefore this method of obtaining data may not be effective for most data controllers and will require a database expert to achieve this.
the database split feature in Tax / CT Platform may be used to extract specific client data from the database, and to replace the data to a different instance of PTP. For more information see online help: How to split the Tax Platform Database and How to split the CT Platform Database.
the client extract feature in Accounts Production may be used to extracting information relating to an individual client from the PTP database, and to replace the data onto a client in the same location or to a different instance of PTP.

The extract option can be run from:

Accounts Production - See KB IAS-11719: How do I carry out an Extract and Replace within Accounts Production?

All comprehensive client data and output options are listed in the table below.

Generally if a client is asking for information based on historic reports the static copies of the reports saved or printed at the time are the most accurate version that should be supplied to them however if the documentation and details need to be regenerated within PTP there are many reports or data outputs available that includes the clients data.

Click the links below to jump directly to a product:

General Accounts Production
PTP Accounts Production
General Tax Platform/ Tax Expense
PTP Tax Platform Partnerships
PTP Tax Platform Trusts
FBI
PTP CT Platform
PTP Tax Expense

To obtain the maximum amount of applicable data within PTP pertaining to the data subject the following reports and output methods can be used:

General Accounts Production

Report	Access path	Printer	PDF	Word	Excel	On screen	Other
General Accounts Production
Client List	Client Browser \| Generate Client List report \| <select criteria> \| OK	✓	✓	✓	✓	✓
Client Summary Sheet	Client \| View \| Print \| Single Sheet Summary	✓	✓	✓	✓	✓
Client Maintenance Data Export	Client \| View \| Advanced \| Client Maintenance Data Export					✓	JSON, XML, CSV
64-8	Client \| View \| 64-8 \| Print	✓	✓			✓
Staff Browser	File \| System Maintenance \| Staff \| Staff Maintenance \| Print \| Simple Hardcopy	✓	✓	✓	✓	✓
Staff List	Setup \| Staff Maintenance \| Print \| Staff List	✓	✓	✓	✓	✓

PTP Accounts Production

Report	Access path	Printer	PDF	Word	Excel	On screen	Other
Accounts Production
Limited Companies
Annual Report - Full set	Reports \| Annual \| Standard \| Report/Document - LTD \| OK	✓	✓	✓	✓	✓
Interactive Report - Full set	Reports \| Annual \| Interactive \| Report/Document - LTD \| OK	✓				✓
Working Papers Print	Reports \| Annual \| Interactive \| Report/Document - LTD \| OK \| Working Papers tab \| Print	✓				✓
iXBRL Report - Full set Report - Full set	Reports \| Annual \| iXBRL \| Report/Document - LTD \| OK \| PrintiXBRL \| Report/Document - LTD \| OK \| Print					✓	iXBRL
iXBRL Tag Report Tag Report	Reports \| Annual \| iXBRL \| Report/Document - LTD \| OK \| Show Tag Report \| PrintiXBRL \| Report/Document - LTD \| OK \| Show Tag Report \| Print	✓				✓	CSV
Limited Liability Partnerships
Annual Report - Full set	Reports \| Annual \| Standard \| Report/Document – LLP \| OK	✓	✓	✓	✓	✓
Interactive Report - Full set	Reports \| Annual \| Interactive \| Report/Document - LLP \| OK	✓				✓
Working Papers Print	Reports \| Annual \| Interactive \| Report/Document - LLP \| OK \| Working Papers tab \| Print	✓				✓
iXBRL Report - Full Set	Report - Full Set Reports \| Annual \| iXBRL \| Report/Document - LLP \| OK \| PrintiXBRL \| Report/Document - LLP \| OK \| Print					✓	iXBRL
iXBRL Tag Report Tag Report	Reports \| Annual \| iXBRL \| Report/Document - LLP \| OK \| Show Tag Report \| Print iXBRL \| Report/Document - LLP \| OK \| Show Tag Report \| Print	✓				✓	CSV
Partnerships and Sole Traders
Annual Report - Full set	Reports \| Annual \| Standard \| Report/Document - PSN \| OK	✓	✓	✓	✓	✓
Interactive Report - Full set	Reports \| Annual \| Interactive \| Report/Document - PSN \| OK	✓				✓
Working Papers Print	Reports \| Annual \| Interactive \| Report/Document - PSN \| OK \| Working Papers tab \| Print	✓				✓
Doctors
Annual Report - Full set	Reports \| Annual \| Standard \| Report/Document - DOC \| OK	✓	✓	?	✓	✓
Interactive Report - Full set	Reports \| Annual \| Interactive \| Report/Document - DOC \| OK	✓				✓
Working papers print	Reports \| Annual \| Interactive \| Report/Document - DOC \| OK \| Working Papers tab \| Print	✓				v
Annual Report - Full set	Reports \| Annual \| Standard \| Report/Document - CHA \| OK	✓	✓	✓	✓	✓
iXBRL Report - Full set	Report - Full set Reports \| Annual \| iXBRL \| Report/Document - CHA \| OK \| PrintiXBRL \| Report/Document - CHA \| OK \| Print					✓	iXBRL
iXBRL Tag Report Tag Report	Reports \| Annual \| iXBRL \| Report/Document - CHA \| OK \| Show Tag Report \| PrintiXBRL \| Report/Document - CHA \| OK \| Show Tag Report \| Print	✓				✓	CSV
Unincorporated charity
Annual Report - Full set	Reports \| Annual \| Standard \| Report/Document - CHA \| OK	✓	✓	✓	✓	✓
Pension scheme
Annual Report - Full set	Reports \| Annual \| Standard \| Report/Document - PEN \| OK	✓	✓	✓	✓	✓
Interactive Report - Full set	Reports \| Annual \| Interactive \| Report/Document - PEN \| OK	✓				✓
Working Papers Print	Reports \| Annual \| Interactive \| Report/Document - PEN\| OK \| Working Papers tab \| Print	✓				✓
For client types which can be electronically filed
Submit Electronic Accounts – Created/Submitted	Reports \| Submit CH E-File Accounts, Created/Submitted tab, Simple Hardcopy	✓	✓	✓		✓
Submission Status	Reports \| Submission Status	✓	✓	✓	✓	✓
All client types excluding charities
Lead Schedules	Reports \| Annual \| Standard
Management Report	Reports \| Management \| OK, Select report \| OK \| MAN	✓	✓	✓		✓
Multiple Year Trial Balance	Reports \| Multiple Year Trial Balance	✓	✓	✓	✓	✓
Variance Trial Balance	Reports \| Variance Trial Balance	✓	✓	✓	✓	✓
Detailed Trial Balance	Reports \| Detailed Trial Balance	✓	✓	✓	✓	✓
Extended Trial Balance	Reports \| Extended Trial Balance	✓	✓	✓	✓	✓
Basic Trial Balance	Reports \| Basic Trial Balance	✓	✓	✓	✓	✓
Branches	Edit \| Branches, Print	✓	✓	✓		✓
Enterprises (for farm clients)	Edit \| Enterprises \| Print	✓	✓	✓	✓	✓
Charities (incorporated and unincorporated)
Funds	Edit \| Funds \| Print	✓	✓	✓		✓
Activities	Edit \| Activities \| Print	✓	✓	✓		✓
Grants	Edit \| Grants \| Print	✓	✓	✓		✓
Support Costs	Edit \| Support Costs \| Print	✓	✓	✓		✓
Partnerships & Limited Liability partnerships only
Partner Profit Shares	Edit \| Partners/Members Profit Shares					✓
All client types
Carry Forward Log	Edit \| Bring Forward Client Data \| <select period> \| Yes \| Yes	✓	✓	✓	✓	✓
Import Maps	Edit \| Import Maps, select Map, Change \| Print	✓	✓	✓		✓
Posting Schedules	Reports \| Schedules	✓	✓	✓	✓	✓
VAT	Reports \| VAT	✓	✓	✓		✓
Nominal Ledger	Reports \| Nominal Ledger	✓	✓	✓	✓	✓
Posting List	Reports \| Posting List	✓	✓	✓	✓	✓
Specific Account/Group Descriptions Report	Reports \| Accounts/Group Descriptions	✓	✓	✓	✓	✓

General Tax Platform/ Tax Expense

Report	Access path	Printer	PDF	Word	Excel	On screen	Other
General: Tax Platform / Tax Expense
All Fee Earners	Reports \| <select criteria> \| <Enter Report Title> \| Save Report \| Show Report	✓	✓
Standard Letter	Mail Merge \| Print Standard Letter	✓	✓
Address labels	Mail Merge \| Address labels	✓	✓
User-Defined Reports	User-Defined Report \| Print	✓	✓				CSV
Export Static Data	Export Static Data \| <client selection> \|Extract	✓	✓				CSV
Correspondence – Standard Letters	<Select Client> \| Correspondence [tab] \| View Letters	✓	✓	✓		✓
Correspondence – Client Letters	<Select Client> \| Correspondence [tab] \| View Letters \| Standard Letters	✓	✓	✓		✓
Client Notes	<Select Client> \| Client Notes [tab]	✓	✓
General: Tax Platform
Information request	Mail Merge \| Print a request for <tax year> tax information sheet showing summary of last years information	✓	✓
Information request	Client Tax Returns [tab] \| View PDF	✓	✓			✓
Client Main Details	<Select Client> \| Client Main Details [tab]					✓
64-8	<Select Client> \| Client Tax Returns [tab] \| Print 64-8	✓	✓
Tax Platform: Individuals
Self Assessment Tax Return – Main Return (SA100)	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Main Return (SA100)	✓	✓			✓
Supplementary pages: Employment	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Employment	✓	✓			✓
Supplementary pages: Ministers	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Ministers	✓	✓			✓
Supplementary pages: Additional Info.	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Additional Info.	✓	✓			✓
Supplementary pages: Self Employment (Full) / Self Employment (Short)	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Self Employment (Full) / Self Employment (Short)	✓	✓			✓
Supplementary pages: Lloyds Underwriters	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Lloyds Underwriters	✓	✓			✓
Supplementary pages: Partnership (Full) / Partnership (Short)	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Partnership (Full) / Partnership (Short)	✓	✓			✓
Supplementary pages: UK Property	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| UK Property	✓	✓			✓
Supplementary pages: Foreign	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Foreign	✓	✓			✓
Supplementary pages: Trusts etc	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Trusts	✓	✓			✓
Supplementary pages: Capital Gains	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Capital Gains	✓	✓			✓
Supplementary pages: Non Residency etc	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Non Residency	✓	✓			✓
Supplementary pages: Tax Calc. Summary	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Tax Calc. Summary	✓	✓			✓
Schedules of Data	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supporting Schedules <Select Schedules> See details below for list of schedules:
Schedules of Data: Page 3	Page 3 – UK banks, building societies and unit trust etc interest; Untaxed foreign interest (up to £2000); Foreign Dividends (up to £300); Other pensions and retirement annuities; Other taxed income; Dividends from UK companies; Dividend distributions from UK authorised unit trusts	✓	✓			✓
Schedules of Data: Pages 4,5	Pages 4,5 – Payments to personal, stakeholder AVC pension schemes etc.; Retirement annuity contracts – policies taken out before 1 July 1988; Contributions to employer’s scheme not deducted at source; Contributions to non-UK registered overseas pension scheme; Gift Aid and payments under charitable covenants; Gifts of qualifying investments to charities – shares and securities; Gifts of qualifying investments to charities – real property	✓	✓			✓
Schedules of Data: Add. Info. Page	Add. Info. Page 1 – Interest from gilt edged and other UK securities (& accrued income charges); Gains on UK policies or contracts (with notional tax); Gains on UK policies or contracts (with notional tax); Gains on void ISAs; Corresponding deficiency relief; Stock dividends from UK companies; Bonus issues of securities and redeemable shares and close company loans written off or released; Business receipts taxed as income of an earlier yea	✓	✓			✓
Schedules of Data: Add. Info page 2	Add. Info page 2 – Share schemes; Lump sums and compensation; Foreign deductions; UK Patent royalty payments; Subscriptions for Venture Capital Trusts; Subscriptions under the Enterprise Investment Scheme; Community investment tax relief; Annuities; Interest & alternative finance payments eligible for relief on qualifying loans; Post-cessation expenses etc.; Maintenance or alimony payments; Payments to a trade union or friendly society for death benefits; Relief claimed on redemption of bonus shares/securities; Subscriptions under the SEED Enterprise Investment Scheme; Social Investment Tax Relief	✓	✓			✓
Schedules of Data: Add. Info pages 3,4	Add. Info pages 3,4 – Income tax losses; Lump sum lifetime allowances excess; Lifetime allowance excess not as lump sum; Annual allowances excess; Subject to the overseas transfer charge; Unauthorised payment not subject to surcharge; Unauthorised payment subject to surcharge; Taxable short service contribution refund	✓	✓			✓
Schedules of Data: Land and Property	Land and Property – Property details for furnished holiday lettings; Property details for other property income	✓	✓			✓
Schedules of Data: Lloyds Underwriters	Lloyds Underwriters – Taxed & untaxed interest from UK banks, building societies etc; Taxed National Savings and investments; Interest distributions from UK authorised unit trusts; Other income from UK savings and investments; Dividends and qualifying distributions from UK companies; Dividend distributions from UK authorised unit trusts; Stock dividends from UK companies; Bonus issues of securities and redeemable shares	✓	✓			✓
Schedules of Data: Foreign	Foreign – Foreign Property; Gains on foreign life insurance policies	✓	✓			✓
Schedules of Data: Capital Gains	Capital Gains – Chargeable Asset Disposals’ Gains and Losses Summary	✓	✓			✓
Schedules of Data: Capital Allowances	Capital Allowances – Capital Allowances; Additions and Disposals; Non Pooled Assets; Schedule of Assets	✓	✓			✓
R40	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| R40	✓	✓			✓
Calculation	<Select Client> \| Client Tax Returns [tab] \| Calculation \| Print Tax Calculation	✓	✓			✓
Calculation – Full Working Sheets	<Select Client> \| Client Tax Returns [tab] \| Calculation \| Full Working Sheets	✓	✓			✓
Calculation – In Year Calculator	<Select Client> \| Client Tax Returns [tab] \| Calculation \| In Year Calculator	✓	✓			✓
Print Tax Computation	<Select Client> \| Client Tax Returns [tab] \| Print Tax Computation	✓	✓			✓
SA303	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| SA303 \| Print SA303	✓	✓			✓

PTPTax Platform Partnerships

Report	Access path	Printer	PDF	Word	Excel	On screen	Other
Tax Platform: Partnerships
Self Assessment Tax Return – Main Return (SA800)	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Main Return (SA800)	✓	✓			✓
Supplementary pages: UK Property	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| UK Property	✓	✓			✓
Supplementary pages: Foreign	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Foreign	✓	✓			✓
Supplementary pages: Trade & Profession	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Trade & Profession	✓	✓			✓
Supplementary pages: Chargeable Assets	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Chargeable Assets	✓	✓			✓
Supplementary pages: Savings	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Savings	✓	✓			✓
Schedules of Data	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supporting Schedules <Select Schedules> See details below for list of schedules:
Schedules of Data: Capital Allowances	Capital Allowances – Capital Allowances; Additions and Disposals; Non Pooled Assets; Schedule of Assets	✓	✓			✓
Schedules of Data: Interest from which UK tax has not been deducted	Interest etc from UK banks, building societies and deposit takers; National Savings (other than FIRST Option Bonds); Other income from UK savings and investments	✓	✓			✓
Schedules of Data: Interest from which UK tax has been deducted	Interest etc from UK banks, building societies and deposit takers; Interest distributions from UK authorised unit trusts; FIRST Option Bonds; Other income from UK savings and investments	✓	✓			✓
Schedules of Data: Dividends	Dividends and qualifying distributions from UK companies; Dividend distributions from UK authorised unit trusts; Stock dividends from UK companies; Non-Qualifying distributions and loans written off	✓	✓			✓
Schedules of Data: Other Partnership Income	Other income received without UK tax deducted; Other income received with UK tax deducted; Property details; Foreign Property Details	✓	✓			✓
Print Tax Computation	<Select Client> \| Client Tax Returns [tab] \| Print Tax Computation	✓	✓			✓

PTP Tax Platform Trusts

Report	Access path	Printer	PDF	Word	Excel	On screen	Other
Tax Platform: Trusts
Self Assessment Tax Return – Main Return (SA900)	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Main Return (SA900)	✓	✓			✓
Supplementary pages: Trade	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Trade	✓	✓			✓
Supplementary pages: Lloyds	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Lloyds	✓	✓			✓
Supplementary pages: Partnership	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Partnership	✓	✓			✓
Supplementary pages: UK Property	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| UK Property	✓	✓			✓
Supplementary pages: Foreign	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Foreign	✓	✓			✓
Supplementary pages: Capital Gains	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Capital Gains	✓	✓			✓
Supplementary pages: Non Residency etc	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Non Residency etc	✓	✓			✓
Supplementary pages: Charities	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Charities	✓	✓			✓
Supplementary pages: Pensions	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supplementary pages \| Pensions	✓	✓			✓
Schedules of Data	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| Supporting Schedules <Select Schedules> See details below for list of schedules:
Schedules of Data: Page 4 and Page 5	Page 4 – Interest from UK banks, building societies and deposit takers; Interest distributions from UK authorised unit trusts; National Savings (other than FIRST Option and Fixed Rate Savings Bonds); FIRST Options and Fixed Rate Savings Bonds; Other income from UK savings and investments	✓	✓			✓
Schedules of Data: Page 4 and Page 5	Page 5 – Dividends and qualifying distributions from UK companies; Dividend distributions from UK authorised unit trusts; Stock dividends from UK companies; Dividend and other qualifying distributions from unauthorised unit trusts; Scrip dividends received from unauthorised unit trusts; Non-Qualifying distributions and loans written off; Gains on UK life insurance policies – without notional tax; Gains on UK life insurance policies – with notional tax; Other income	✓	✓			✓
Schedules of Data: Land / Lloyds	Land and Property – Property details for furnished holiday lettings; Property details for other property income	✓	✓			✓
Schedules of Data: Land / Lloyds	Lloyds Underwriters – Interest from UK banks, building societies and deposit takers; National Savings; Interest distributions from UK authorised unit trusts; Other income from UK savings and investments; Dividends and qualifying distributions from UK companies; Dividend distributions from UK authorised unit trusts; Stock dividends from UK companies; Foreign income dividends from UK companies; Foreign income dividends from UK authorised unit trusts; Non-Qualifying distributions and loans written off	✓	✓			✓
Schedules of Data: More Supplementary Pages	Capital Gains – Capital Gains	✓	✓			✓
Schedules of Data: More Supplementary Pages	Foreign – Foreign property	✓	✓			✓
Schedules of Data: More Supplementary Pages	Pensions – Unauthorised payment not subject to surcharge; Unauthorised payment subject to surcharge; Taxable short service contribution refund; Taxable lump sum death benefits	✓	✓			✓
Calculation	<Select Client> \| Client Tax Returns [tab] \| Calculation \| Calculate Tax \| Print This Summary	✓	✓			✓
Calculation – Full Working Sheets	<Select Client> \| Client Tax Returns [tab] \| Calculation \| Calculate Tax \| Print Full Working Sheets	✓	✓			✓
SA303	<Select Client> \| Client Tax Returns [tab] \| Print Tax Return \| SA303 \| Print SA303	✓	✓			✓

FBI

Report	Access path	Printer	PDF	Word	Excel	On screen	Other
FBI
FBI Return	FBI \| Print Return
FBI Receipt	FBI \| FBI Status <Returns accepted by Revenue> \| Print Selected Receipt OR Print New Receipts	✓	✓			✓
FBI Rejections	FBI \| FBI Status <Returns rejected by Revenue> \| Print Rejections	✓				✓

PTP CT Platform

Report	Access path	Printer	PDF	Word	Excel	On screen	Other
CT Platform
Main return (CT600)	<Select Client> \| Client Tax Returns [tab] \| Print \| Main Return (CT600) \| Print Tax Return	✓	✓			✓
Supplementary pages: CT600A	Select Client> \| Client Tax Returns [tab] \| Print \| <Supplementary Pages> \| CT600A \| Print Tax Return	✓	✓			✓
Supplementary pages: CT600B	<Select Client> \| Client Tax Returns [tab] \| Print \| <Supplementary Pages> \| CT600B \| Print Tax Return	✓	✓			✓
Supplementary pages: CT600C	<Select Client> \| Client Tax Returns [tab] \| Print \| <Supplementary Pages> \| CT600C \| Print Tax Return	✓	✓			✓
Supplementary pages: CT600D	<Select Client> \| Client Tax Returns [tab] \| Print \| <Supplementary Pages> \| CT600D \| Print Tax Return	✓	✓			✓
Supplementary pages: CT600E	<Select Client> \| Client Tax Returns [tab] \| Print \| <Supplementary Pages> \| CT600E \| Print Tax Return	✓	✓			✓
Supplementary pages: CT600F	<Select Client> \| Client Tax Returns [tab] \| Print \| <Supplementary Pages> \| CT600F \| Print Tax Return	✓	✓			✓
Supplementary pages: CT600H	<Select Client> \| Client Tax Returns [tab] \| Print \| <Supplementary Pages> \| CT600H \| Print Tax Return	✓	✓			✓
Supplementary pages: CT600I	<Select Client> \| Client Tax Returns [tab] \| Print \| <Supplementary Pages> \| CT600I \| Print Tax Return	✓	✓			✓
Supplementary pages: CT600J	<Select Client> \| Client Tax Returns [tab] \| Print \| <Supplementary Pages> \| CT600J \| Print Tax Return	✓	✓			✓
Supplementary pages: CT600K	<Select Client> \| Client Tax Returns [tab] \| Print \| <Supplementary Pages> \| CT600K \| Print Tax Return	✓	✓			✓
iXBRL Computation	<Select Client> \| Client Tax Returns [tab] \| Print \| <iXBRL> \| Print iXBRL Computation	✓	✓			✓	iXBRL
iXBRL Computation <specific schedule>	<Select Client> \| Client Tax Returns [tab] \| Print \| <iXBRL> \| iXBRL Computation [tab] \| <select schedule> \| Front Cover Sheet; Corporation Tax Summary; Trading Profit Calculation; Capital Allowances Schedule; Chargeable Gains Schedule; Marginal Relief Schedule; Additional Tax Schedule; Interest and profit from non-trading loan relationships; Non-trading income; Income from UK land and buildings; Deductions specifically from non-trade profits; Deductions and reliefs \| Reliefs and deductions in terms of tax; Income tax deducted or repayable; Tax reconciliation	✓	✓			✓	iXBRL
PDF Tax Schedule	<Select Client> \| Client Tax Returns [tab] \| Print \| <PDF> \| Print PDF Schedules	✓	✓			✓
PDF Tax Schedule <specific schedule>	<Select Client> \| Client Tax Returns [tab] \| Print \| <PDF> \| PDF Tax Schedules [tab] \| <select schedule> \| Small Company Marginal Relief Calc; Adjustment to Profit Schedule; Non-Pooled Assets Schedule; Pooled Assets Additions Schedule; Additions and Disposals Schedule; Schedule of Assets; Capital Gains / Losses Schedule; Profit and Liability Schedule; Capital Allowances Schedule; Supporting Schedules	✓	✓			✓

PTP Tax Expense

Report	Access path	Printer	PDF	Word	Excel	On screen	Other
Tax Expense
All Fee Earners	Reports \| <select criteria> \| <Enter Report Title> \| Save Report \| Show Report	✓	✓
Standard Letter	Mail Merge \| Print Standard Letter	✓	✓
Information request	Mail Merge \| Print a request for <tax year> tax information sheet showing summary of last year’s information	✓	✓
Address labels	Mail Merge \| Print Address labels	✓	✓
Export Client	Export Static Data \| <client selection> \|Extract	✓	✓				XML
P11D	Print P11D Forms and Working Sheets \| P11D \| Print	✓	✓			✓
Working Sheet 1 - Living accommodation	Print P11D Forms and Working Sheets \| Working Sheet 1 – Living accommodation \| Print	✓	✓			✓
Working Sheet 2 – Car benefit and car fuel benefit	Print P11D Forms and Working Sheets \| Working Sheet 2 – Car benefit and car fuel benefit \| Print	✓	✓			✓
Working Sheet 2b – Car benefit and car fuel benefits	Print P11D Forms and Working Sheets \| Working Sheet 2b – Car benefit and car fuel benefits \| Print	✓	✓			✓
Working Sheet 3 – Vans and van fuel benefit	Print P11D Forms and Working Sheets \| Working Sheet 3 – Vans and van fuel benefit \| Print	✓	✓			✓
Working Sheet 4 – Interest free and low interest loans	Print P11D Forms and Working Sheets \| Working Sheet 4 – Interest free and low interest loans \| Print	✓	✓			✓
Working Sheet 5 – Relocation expense payments and benefits	Print P11D Forms and Working Sheets \| Working Sheet 5 – Relocation expense payments and benefits \| Print	✓	✓			✓
S336 claim	Print P11D Forms and Working Sheets \| S336 claim \| Print	✓	✓			✓
P11D(b)	Print P11D Forms and Working Sheets \| Print P11D(b)	✓	✓			✓
Class 1A NIC	Class 1A NIC Report \| Print	✓	✓			✓
Benefits Reports	Benefit Report \| <report to print> Benefits – total only; by Employee; by Employee and Transactions; totals only; by Benefit; by Benefit and Transaction; by Benefit for Tax Return \| <Select Benefit Types> \| Print	✓	✓			✓
Cost Reports	Cost Report \| <report to print> Costs by Employee; by Employee and Category; by Employee and Category and Transactions; by Category; by Category and Employee; by Category and Employee and Transactions \| <Select Costs to Report> \| Print	✓	✓			✓
Payment Type Analysis Reports	Payment Type Analysis Reports \| <report to print> total only; by Benefit; by Benefit and Transactions; totals only; by Employee; by Employee and Transactions \| <select Payment Type \| <Select Expense Types> Print	✓	✓			✓
Expense Report	Expenses - total only; by Employee; by Employee and Transactions Employee – totals only; by Expenses; by Expenses and Transactions \| <select Expense Types> \| Print	✓	✓			✓
Audit Trail	FBI \| Print Audit Trail	✓