Related Articles
Payment Management
Payment management is a feature where you can record the payments you make to HMRC and can be viewed in a P32 report that is updated in real-time in accordance to the payments made to HMRC. To enable Payment Management: Go to the Payroll dashboard, ...
Tax Questionnaire
Send digital tax questionnaires to your clients to collect Self-Assessment data to digitally transfer them to your client’s Self-Assessment returns with the click of a button. Your client can submit the data using mobile app or via a web browser. ...
Agent Setup - Payment
The Payment tab allows an Agent to set up their preferred payment method, as well as manage any other payment types. To edit or delete any chosen payment method, click on either the Pencil icon (edit) or the Bin icon (delete) within the Action ...
Reviewing Tax Calculation and Self-Assessment Tax Return
You are able to review the Tax Calculation generated from the submitted Tax Questionnaire by going to Review and File on the left-hand menu of the client’s Self-Assessment module. You will also be able to review the final Self-Assessment Tax ...
Importing data from the Tax Questionnaire into the tax return
Once you have received a response for a client’s Tax Questionnaire you will then be able to import that data into the tax return that you will be submitting for them. Go to the Agent Self-Assessment dashboard, scroll down to the table that shows ...