The ROS Import option allows you to find and select a client's ROS .f11 file and import their information into the Relate Personal Tax database. The first thing to do is to set up your default Path for F11 Files. To set this up go to Tools >Settings and then select the Tax Details Tab.
Halfway down the screen enter the Path for F11 Files.
Once this has been set up click File > ROS Import from the main menu or click the ROS Import button from the Clients and Tax Return browse.
The system will list all of the .f11 files that have not been imported into Relate Personal Tax Manager. If you have other directories and not one master directory, you can click on the “Search for F11 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 Code window appears.
This should default to the client if the PPS number agrees. If they do not you will need to select the client to which the .f11 file relates/ 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 PPS number and address will be displayed. Once the xml file has been completely imported the imported status will be set to ‘Yes’. 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 client's next tax year.
Use the find tool to search for a client’s form 11.
Use the Refresh tool to refresh the list of XML files in the import window based on the path selected.