Tax advisory and signature details

Tax adviser details are for memo purposes and are no longer included on the Tax Return.

Tax adviser

• Choose tax adviser branch / office / dept - select from the drop-down list of offices, branches or departments in order to select the tax adviser that you wish to include on the Tax Return.

• Name of tax adviser - this field shows the name of the selected tax adviser.

• Phone number - this field shows the tax adviser phone number.

• Address - this field shows the tax adviser address.

• Reference - enter the reference that you would like to see in the Tax adviser reference box of the Tax Return.

• Client’s daytime telephone - this field will be used to populate the Client’s Daytime Telephone Number box on the Tax Return. This can be left blank if required.

Signatory

Use this section when a signatory is signing on behalf of the tax payer.

• Date signed - enter the date signed.

• Name of signatory - enter the name of the signatory.

• Address of signatory - select Change address to enter the address of the signatory. See entering addresses.

• Capacity in which signing - enter the capacity in which the signatory is signing the Tax Return (for example, Executor).