The ROS Import option allows you to find and select a client's ROS.CT1 file and import their information into the Relate Corporation Tax database. The first thing to do is set up your default path for CT1 files. To set this up go to Tools>Settings and then select the Tax Details Tab.
Halfway down the screen, enter the Path for the CT1 File.
Once this has been set up click File>ROS Import from the main menu or click on the ROS Import button from the Clients and Tax Return browse.
The system will list all of the CT1 files in a specified folder and its sub-folders. If you have other directories and not one master directory you can click on the “Search for CT1 files” button and select the XML folder path. The list of all xml files automatically appears in the window with the imported flag set to ‘No’. Select the file you want to import.
Click the ROS Import button. Select a Client window appears.
This should default to the appropriate client if the Tax Reference Number agrees, If they do not you will need to select the client to which the CT1 file relates to. Select a client code from the drop-down menu. The XML file will be imported into this client. Once you select the client code, the Tax Reference Number and Address will be displayed. Once the xml file has been completely imported the imported status will be set to ‘Yes’. If no Client is selected you will be prompted to enter in some basic information.
Use the ROS Import & Rollover button, to import the XML files and perform a tax year Rollover. This will do exactly the same as the ROS Import button but it will also create a new blank tax year for the clients' next tax year.
Use the find tool to search for a client’s return.
Use the Refresh tool to refresh the list of XML files in the import window based on the path selected.