Returns

This screen is accessed by selecting RETURNS on the menu. The screen shows a list of Tax Returns on file. Select the Code to open the Tax Return.

Filters

If you are licensed for multiple users and have configured the staff responsibilities for your clients then by default only the clients applicable to you will be displayed. You can change the filters by using the drop-down selectors.

You can also use the drop-down selectors to view returns for a single year, by return type or status.

If you select a tax year then only self assessment returns will be shown in the list; company tax returns will be removed.

Searching returns

Select the Search tax returns box and enter text to search on.

The search will scan the following fields for matching text:

• Client code (for example, ABC/1)

• Client name (for example, smith)

• UTR (for example, 12345678 or 55750)

• Year (for example, 2014)

• Type (for example, CT600, SA100)

• Your ref (for example, XX/7F)

The search is not case-sensitive, but note that the filters selected in the drop-down boxes will still be applied. All matching tax returns will be displayed in the list.

Sorting

Select a column header to sort the list. Select again to reverse the direction of the sort.