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Go to Clients > Client List and find the required client.
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From the Corporate tax returns widget on the client dashboard, select the required return. The Status tab for the return is show by default.
- You can change the Status of tax return as required.
The following additional tabs are available:
Data input - used to complete the data required for the tax return.
Computation - shows the company tax computation and provides options to download a PDF copy or view the XBRL computation.
Tax Return - used to preview the tax return and download a PDF copy.
Review & File - used to validate and prepare the tax return for filing. After the return is validated and the IRmark has been generated, this tab allows the download of various PDF files which can be sent to the client. The tab is also used to submit the return to HMRC and shows HMRC submission messages.
Client/case details - shows details of the client and tax return which can be edited (where available).