Find a tax return

To find and open a tax return use one of the following methods:

• From the HOME page, most recent cases list, If you have accessed the Tax Return recently then it may be listed on the HOME page. Select the tax return to open it.

• From the RETURNS page, you can sort and filter the list, or enter part of the client code, client name or UTR to search the list. For more information see the RETURNS list.

• For a client, select CLIENTS to find a client. Select the client and then select the Tax Returns tab to see all the Tax Returns for that client.

Once you have selected the required Tax Return you will see the Tax Return tabs.

• From the homepage, select the required client or return from either the Self-Assessment or Corporation Tax widgets.

• For a client, find the client on your Client list and navigate to the Client Dashboard where all Tax Returns completed or in progress will be displayed in a widget.