-
Go to Clients > Client List and find the required client.
-
From the Partnership tax returns widget on the client dashboard, select the required return. The Status tab is shown by default.
-
You can change the Status of tax return when required.
The following additional tabs are available:
Data input - used to complete the data required for the tax return.
Partners’ Shares - used to Record partners' shares including profits, losses, other income, and tax paid to the partners.
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).