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topuptax - Individual Return - Completing a Return

If you are unfamiliar with the opening screen click on this link: List Clients (Left hand pane -Tax Returns)

Before proceeding check that the client's data in the Main Details screen is up to date, in particular that the current tax office entry is correct.

Main Details

If you have already added the return upon which you wish to work click on View/Edit Tax Return otherwise select New Tax Return.

View/Edit Tax Return

New Tax Return

Note that the program defaults to the latest year for which a tax return exists. If you wish to work on a return for an earlier year choose List Returns and select the year you need.

List Returns

On selecting View/Edit Tax Return you are taken to the Navigation/Summary of Tax Return screen

FAQ's