Add accountant details and branch offices

You can add details for the accountants; agent details for tax repayments; or add separate branches or offices.

Add an office, branch or department

1. Go to the Settings menu and select the Office/Branch/Department tab.

2. Select Create New.

   You should create at least one office.

3. Complete the details of the form as required. You must include a Name or Code for the office and a Tax advisor name. This will usually be your firm name.

4. Select Save changes.

Edit an office, branch or department details

1. Go to the Settings menu and select the Office/Branch/Department tab.

2. Select the name of the item you wish to amend from the list.

3. Make any changes you require.

4. Select Save changes .

Changing the office/branch/department details will affect all Tax Returns that link to the record, with the exception of returns that have been locked in preparation for filing.

This information populates drop-down selection screens in the following areas:

• For a company - in the Accounts section select the Details tab, Accountant information.

• For a SA100 return - select the Data Input tab within the tax return and select 'Repayment details'. If you tick the box to act as a nominee for tax repayments, the fields will open with a drop-down selection.

• For a SA100 return - from the Data Input tab within the tax return select Tax adviser and signatory details and select from the drop-down list.