Automatic completions from Personal Tax to Practice Management

Please note this is a guide to the automatic completions available and not a definitive list of what has to be done. This is for information purposes only. The automatic completions available for the Personal Tax standard system job type are: PT: Checklist produced From Personal tax if you go Admin Reports | Checklists this event completes the associated stage. If checklists are run for more than one client each client will be updated. PT: Checklist reminder Admin Reports | Outstanding Checklists. Similar to above in that if there is more than one client affected then each will be updated. PT: Figures transferred from IRIS Business Tax IRIS Personal Tax will know when figures have been transferred over and this has links to the automatic completion for the Sole Trade Tax and Partnership tax jobs. If information for more than one client has been transferred (i.e. many partners to a partnership) then each client (partner) will be updated. PT: Final tax computation Within Personal Tax go to Tax Reports | Tax Computations and ensure a dot is in “Final” to trigger the completion of the associated stage. PT: Interim Tax Return produced Within Personal Tax go to Tax Reports | Print Self Assessment Tax Return and when prompted select “Interim” and continue the screens. PT: Interim Tax computation produced Within Personal Tax go to Tax Reports | Tax Computations and ensure a dot is in “Interim” to trigger the completion of the associated stage. PT: Final paper Tax Return produced Within Personal Tax go to Tax Reports | Print Self Assessment Tax Return and when prompted select “Final” and continue the screens. PT: Approval Received From Client Within Personal Tax go to Reports | Transmit internet return. If this stage is marked as complete in Practice Management, this will automatically mark the return as ‘Approved’ in Personal Tax. PT: Form R40 produced Go to Tax Reports | Print R40 Tax Return, from within Personal Tax, and this will complete the stages associated with this event. PT: Form R40(CG) Produced Go to Tax Reports | Print R40 Capital Gains Tax Return, from within Personal Tax, and this will complete the stages associated with this event. PT: Form SA303 produced In Personal Tax go to Administration | Claims to Reduce Payments OAC and, with the correct details entered, the Print SA303 button will be available and this will complete the appropriate stage. PT: Internet Tax Return Prepared Within Personal Tax go to Reports | Electronic Tax return and this will complete the stages associated with this event. PT: Final Internet Return Transmitted Within Personal Tax go to Reports | Transmit Internet Return | Highlight the client and then click on the Transmit button PT: Final Internet Return Accepted Once the Return has been transmitted, you will receive a response to say if it has been accepted. As soon as you get this report, this stage will be completed.

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