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Go to Clients > Client List and find the required client.
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From the Personal tax returns widget on the client dashboard, select Start a new tax return (or Start new if there are existing returns).
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Select the tax Year from the list. The earliest year supported is 2012.
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The Type of return defaults to SA800 which is currently the only form type supported.
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Your reference defaults to the client code but can be changed.
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Select Create. A new tax return is created. If a previous tax return already exists then applicable data is carried forward from the previous record. Find out what data is rolled forward?
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You can now add a new section to start completing the return. You can also add an attachment, or view a detailed report.
Did you know?
We have created a video to support this process.