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topuptax - Individual Return - Reports - Data Request

Use this feature to prepare a client data request.

The program identifies all sources from which the selected client received income in the preceding year.

Any source you know have ceased in the previous may be removed by unchecking the tick box adjacent to the income source.

Use the Additional message to be printed area to enquire as to new sources of income etc.

Then hit the Print button to produce a printed request to be sent to the client.