CONCEPT BEHIND RELATE PERSONAL TAX MANAGER
Relate Personal Tax Manager has been developed to help firms manage and maintain their client personal tax information. The package is linked to DRIVE, the most widely used Accountants CRM package on the market. The personal tax client information is shared between the two packages. All individuals and soletraders from DRIVE will appear in the personal tax package. If you do not do personal tax returns for some of these clients you can hide them.
The system highlights through the tax return summary dashboard all clients with outstanding returns, returns not created as well as the status of their returns such as sent to client for signing or submitted to ROS.
The system allows you to Import last years ROS f11.xml file into the tax database. This will read the tax information on your client and automatically load it as a client into Relate Personal Tax Manager. This saves a lot of time and it also allows you to roll over the client’s tax return information so that you can easily do the new tax return.
The package allows for updating of clients personal tax information into a central database. Once updated the user can click the calculate button and the system will automatically send an xml file to the Revenue online calculation engine. Within seconds the system will return the Form 11 Calculation report.
If you are happy with the tax return, simply click the submit button and the system will create the f11 file for submission. The package will automatically bring you to the upload section of ROS so that you can upload the file. Relate Personal Tax Manager will soon have the function to automatically upload the file directly to the ROS engine with notification number and status being returned to the package itself.
The Datamining routine allows a firm to send information requests of impending tax returns to clients by using the mail merge function. It also allows you to run a series of data queries to get information from the tax database for example: produce a list of all tax clients who have rental income or list all clients who took advantage of film relief last year.
Navigation bar: you can drag shortcuts to different positions on the navigation bar to suit the order of your work. The tax package does not have many shortcuts so the standard layout probably does not need adjusting.
Use the text drop down menu to select the options you want to execute.
Use the tool bar (new, open, print, delete and find plus screen-specific icons) by clicking on the option.
The right click option on most browse screens will allow you to add, edit and delete records. On the clients & tax returns screen view the status of a client’s tax return can be changed by right clicking. You can also perform a tax year rollover from this menu.
Columns can be sorted (where relevant) by clicking column headers, you can filter (where relevant) columns as well as change column widths. Additional columns can also be selected using the Column Chooser option.
Double click will generally bring you into a drill down facility where appropriate.
Click on hyperlinks (to add new database items on the fly or to expand the information). Blue or blue underlined text indicates a hyperlink to a smaller database or lookup.
Use the Find option: clicking a second time turns it off. Use Fast Search (on long browse screens).
Pressing F1 will generally call up online Help if it is available.
HELP
The help menu contains a couple of important options to help you when you contact our support department. The first one is the Relate Software Remote Support. This option allows a Relate support consultant to remotely logon to your pc and look directly at your screen so that you can better explain the issue you are having. When you click the option below, the system will automatically launch Internet Explorer and bring you to the login site. The support person will give you a secure code and you can follow their instructions.
The second option is About, click on about to find out what version of the software you currently have installed.
Version 1.0 Build 21 for example is what you tell the support person should they ask.
Relate Personal Tax manager opens on the client and Tax Returns screen. This acts as the main menu for the system.
Figure 8
On a new installation the list of clients will be blank. If you are a DRIVE or BAP User, the DRIVE/BAP client list will automatically appear. Only Individuals and sole traders will appear but you can add a tax return to each of the clients listed from DRIVE/BAP. You can add new clients, other than DRIVE/BAP clients to Personal Tax by clicking on the new button.
The Return Summary dashboard allows you to keep track of returns for the current tax year.
AND TAX YEAR USER ACCESS GROUP
When you enter the system for the first time, you will have to use the default System Administrator’s access rights and password. Once Access Groups have been defined, they can be applied to individual staff. Using the access rights, you can restrict routines. You can password individual client returns by applying a password.
Defining User Access Groups
From the Tools menu, choose the User Access Groups option. The Access Groups window appears listing all of the available groups. Click Add. The Access Group window appears.
Enter a Name for the Group and then tick the options you want available to the group you are creating
To apply an access group to a staff member go to the staff section and edit the staff members details and apply.
ADD A CLIENT AND TAX YEAR
New clients can be added through the normal add button from the clients and tax return browse but you can also use the Ros Import button which will automatically load your client information from their last years .f11 ROS xml file. This can save considerable time and effort as it will upload all the relevant information. Please note that this will upload the information into the year that the .f11 file relates and you will then need to do a rollover. See below for details.
To add new a client tax year, click New from the toolbar. New Client and Tax Year window appears as follows:
Figure 9
Add the following details:
Entity Type. This can only be either individual or sole trader, all other entity types are not applicable.
Client Code: Client codes can be manual or automatically created. In case of automatic coding, each code may be broken up into
several segments. The client code can be based on up to six criteria, i.e. client name, office, partner, department, manager and a unique number generated by the system. For further details, refer to the Settings section.
Name: Enter the name of the client. Clicking the lookup displays an additional screen to add details on the individual such as Gender, Title, Forename and Surname, salutations (both formal and informal).
Partner: Select the name of the partner in charge of this client from the drop-down list. Alternatively, click the Partner link to display the Select Partner window. Select a partner from the list.
Manager: Select the name of the manager from the drop-down list. Alternatively, click the Manager link to display the Select Manager window. Select a manager from the list.
Lead Staff: Select the lead staff from the drop-down list. Alternatively, click the Lead Staff link to display the Select Staff window. Select the lead staff from the list.
Business Type: Select business type from the drop-down list. Alternatively, click the Business Type lookup to display the Business Type window.
Password: Enter the password for the client. System will ask for the Password if you try to edit the client.
Confirm Password: Enter the Password again to confirm and save it in the database.
Tax Year: Select the Tax Year from the drop down list. Initially this will be 2007 or 2008 but each year will be added in annual updates
Tax Client: This will automatically be set to on on the add screen but can be taken off on the edit. Tax Clients will be displayed in the Client and Tax Returns Browse with this icon beside them.
To save the client details, Click OK.
For existing clients, you can add a New Tax Year from the Client and Tax Returns browse. Add Tax Return window appears.
Figure 10
It will display the Entity Type, Client Code and Business name. You can enter Password and Confirm Password to restrict access of the client. Select Tax Year from the drop down menu. Click ok to save the details. A new Tax year will be generated for the client.
The ROS Import option allows you to find and select a clients ROS .f11 file and import their information into the Relate Personal Tax database. The first thing to do is to setup your default Path For F11 Files. To set this up goto Tools >Settings and then select the Tax Details Tab.
Half way down the screen enter the Path for F11 Files.
Figure 11
Once this has been setup click File > ROS Import from the main menu or click the ROS Import button from the Clients and Tax Return browse.
The following screen will appear:
Figure 12
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 imported flag set to ‘No’. Select the file you want to import.
Click ROS Import button. Select Code window appears.
Figure 13
This should default to the client if the PPS number agrees. If they do not you will need to select the client which the .f11 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 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 clients next tax year. It is a timesaver.
Use find tool to search for a client’s form 11.
Use Refresh tool to refresh the list of xml files in the import window based upon the path selected.
Click the Rollover button on the clients and tax return browse to create a new tax year. When you click the button on an existing tax year the following message will appear.
Once the procedure ends, a new tax year will be generated.
Note: The status must be set to ‘Submitted’ before a rollover can be run on a clients tax return. To update the status on a return simply right click on the return in the browse and click the Status option or click the Status button on the toolbar.
To view the Status on a Client Tax return, Click on the Status tool from Toolbar . Client and Personal Tax Year Status window appears as follows.
Figure 14
The Tax Return Status screen shows the workflow Tasks as listed on the left side of the screen. Tasks can be marked Completed only if the previous Tasks are also marked as Completed. See Figure 4. The different status types available are ‘Not Started’, ‘In Progress’ or ‘Completed’. The Staff member responsible for the Task and the Completed date may be selected. A Note may also be entered. The Staff name will automatically default to the user logged in but this may be changed by clicking on the down arrow. Similarly the date will default to today’s date. Only when the Status “Submitted” is set to Completed the system will allow performing rollover routine.
The backup routine allows the user to backup a single client tax return to a local pc or memory key. This allows you to take details of a clients tax return home to work on. The Backup screen will appear as follows:
Click Backup and a message will appear “Backup Completed”. If you go to explorer you will see a series of backup files with the extension .ptax.
Restore will perform the reverse routine and update the database with the new information.
The check-out routine works in the same as the backup routine but the difference is that the clients tax return is now locked on the system so that nobody can change the details until the return is checked back in. The Checkout screen will appear as follows:
Click the Check-Out button a message will appear “Check-Out Completed”. If you go to explorer you will see a series of checked-out files with the extension .ptax.
The Checked-Out column on the client and tax return screen will have the word “Yes” filled in. The tax return will also change colour from black to red to indicate is has been checked-out.
Check-In will perform the reverse routine and update the database with the new information.
Select the button from the toolbar. The payment window opens.
Figure 15
It displays each of the tax years entered for this client and holds the following information , Previous Year Liability, Preliminary Tax Paid, Current Tax Liability, Balance Due. Enter the amount you have paid as Preliminary Tax, Balance Due will be the difference of Current Tax Liability and Preliminary Tax Paid.
As the number of returns on the system hit hundreds of returns it is often helpful to collapse the main client and tax return list. This effectively displays just the client list with the clients most current year displayed. Expand will reverse this and show all clients and all tax returns.
The Return Summary screen is updated as you process information. It will tell you how many returns have not been created yet, how many are incomplete. The middle Return Status will quickly show you how many of your current year tax returns are at different stages of completion.
Figure 16
The Fastsearch feature is activated as soon as you begin to type part of the client name while in the clients and tax return browse. If you cannot find the client using the Fastsearch feature click on the magnifying glass button and you can search the full list using all fields.
There is also a filter option on the search screen which allows you to further reduce your search criteria.
The tax return schedules are made up of the following sections:
Personal Details
Self-Employed Income Irish Rental Income PAYE/BIK/Pensions Foreign Income
Irish Other Income Exempt Income Charges & Deductions Personal Tax Credits Restriction Of reliefs
Request For Short Notice Capital Gains Chargeable Assets Property Based Incentive
Each section will have a number of subsections, each of which contains information which must be completed depending upon the complexity of the clients tax return.
Some of the sub sections have additional drilldowns into the schedules where you can add a breakdown on a particular figure, an example of this is Irish Rental Income under Gross Rent Receivable
When you add a new tax year or double click onto an existing tax year the following screen will appear:
Figure 17
The layout and content of the above pages are very familiar to users of the Revenue Offline application. These have been developed with users of this application in mind. It allows for an easy transition. Simply go through each page by using the Back and Next buttons. If you have converted the data over from an .f11 file the information will just need to be edited to complete the return.
The following screen shows an example of where sections have been filled in.
The above screen is highlighting all of the tax return areas that have been filled in for Ray Rogers. The system has a series of alerts and messages as well as validation errors where information has not been entered properly or completely.
Click on Personal Details and the following screen will open. You will have to provide details on Self and Spouse on the client depending upon marriage status.
Complete the information requested.
Figure 18
Name
Enter the name of the client. For example, Ray Rogers (refer Figure 7).
PPS No
Enter the PPS no of the client. Personal Public Service Number (PPS No.) is unique. This is mandatory information for filling the Tax Form. This is an eight digit unique number in which the first 7 numbers are digits and the last one is an alphabet for self. In Figure 7, it is 3432024B.
Agents TAIN
Tax Consultant’s TAIN number will be automatically displayed in the cell. This is the Tax Adviser Identification Number. This can be added through Tools>Settings>Tax Details.
Client Reference Number
Enter the Client‘s reference number here. This is usually an internal file reference and is not mandatory.
Marital Status
Enter Marital Status of the Client. This is mandatory field. Marital status may be: single, married, married but living apart, divorced or widowed. If you choose ‘Married’, the next few Points will be active.
If ‘Married’, please indicate your basis of assessment
Select from the drop menu the basis of assessment. The options are: Joint Assessment, separate Assessment, Separate Treatment. In Figure 7, ‘Joint Assessment’ is selected.
Note: Continue to complete all the information you deem necessary to complete the Personal Details section for your client. You can click the Next button to go onto the next sub section. If you click Home it will bring you back to the start of the section you are on.
This section provides details of any income or expenditure from Trades and Employments. From the Tree view, select Self-Employed Income. The Self Employed Income section opens. You can add upto a maximum of eight trades under this section. Simply click the “Add Trade” button and run through the sub section information to complete the trade.
Figure 19
The only additional information which can come from outside the database is the “Extracts From Accounts”
Figure 20
Note: Continue to complete all the information you deem necessary to complete this section for your client. You can click the Next button to go onto the next sub section. If you click Home it will bring you back to the start of the section you are on.
When the “Extracts from Accounts” Button is pressed the Relate Personal Tax extracts specific Nominal Reporting Group Values directly from the set of accounts in Relate Accounts production. Below is a list of the nominal reporting groups broken down by section. The “Adjustments” section on page three refers to the “Disallowed for Tax” total on the groups as opposed to the year end figure.
| Personal Tax Item | BAP Nominal Group |
|
Income Sales/Receipts/Turnover Receipts from Government Agencies Other Income including tax exempt income |
TurnTax - GovGrants GovGrants OthIncProf |
|
Trading Account Items Purchases Gross Trading Profits |
CostSalesTax + DirCostsTax Total of Groups above |
| Consultancy, Professional Fees Motor, Travel and Subsistence Repairs/Renewals |
EmpeeCost SubConCost LegProf MotExpTax + TravSubsist Repairs DepnPrLsAdmin BadDebts OthExp + PremCosts + GenAdmin + AdvPromEnt + InterestTax + OthFinChg |
Capital Account Mappings
| Personal Tax Item | BAP Nominal Group |
|
Capital Account and Balance Sheet Items Cash/Capital Introduced Drawings (Net of Tax and Pension contributions) Closing Capital Balance – positive
Stock, Work in progress, Finished goods Debtors and Prepayments Cash/Bank Debit Bank/Loans/Overdraft Credit Client Account Balances Debit Client Account Balances Credit Creditors and Accruals Tax Creditors Net Assets – positive |
CapAccFndsIntr CapAccFndsWd CapAccBFwd + RetPrBFwd + RetPr + CapAccFndsIntr + CapAccFndsWd StkFinGdsRawMatWIP DrsPrepOthCurrAss BankCash LnsOdBankAccs ClientBank ClientBank TradeCrAcc + OthLiab – TaxSocSecCr - CorpTaxCr TaxSocSecCr + CorpTaxCr NetAss |
Adjusted Profit Computation Mappings
| Personal Tax Item | BAP Nominal Group |
| Extracts from Adjusted Profit Computation |
|
|
Profit/Loss Net Profit per Accounts Net Loss per Accounts |
RetPr RetPr |
|
Adjustments Motor Expenses Donations (Political and Charitable)/Entertainment Light, Heat and Phone Net gain on sale of fixed/chargeable assets Net loss on sale of fixed/chargeable assets |
MotExpTax CharPolit LightHeatTax + TeleFaxTax PrLsDispAdmin PrLsDispAdmin |
The main rental income screen appears as soon as you click Claim To Tax Relief sub section from the main Irish Rental Income section. Complete the schedule as laid out.
Figure 21
If the client has more than one property click on the “Gross Rent Received” hyperlink. A Schedule for Irish Rental Income Window will appear. Complete the details of each Property here. Enter Property details, to whom applicable (self/spouse), income, Interest, Interest, Repairs, Others, Section 23, Exempt, Net Profit, Capital Allowance Balance figures
Figure 22
Information can be added like in a spreadsheet. Simply right click to the field you want type in the detail and press enter to save. Click on the Save & Close button to exit the schedule and go back to the sub section.
Note: Continue to complete all the information you deem necessary to complete this section for your client. You can click the Next button to go onto the next sub section. If you click Home it will bring you back to the start of the section you are on.
This section is one of the largest sections of the database. The sections to complete are as follows:
There are only two sections that vary to the other sections, Deferred Payment (Seven year deferral under Section 128A TCA 1997) and Election under Section 128A(4A) TCA 1997 [SO3 Election].
Simply click the “Add” button and the system will display the details to enter to complete a deferred payment, click Next and the browse will be updated.
Note: Continue to complete all the information you deem necessary to complete this section for your client. You can click the Next button to go onto the next sub section. If you click Home it will bring you back to the start of the section you are on.
Foreign dividends are quite popular and we have ensured that you can add a detailed schedule drilldown of dividends under the following headings:
Schedules
Great Britain and Northern Ireland Dividends US Dividends
Canadian Dividends
Grids
Foreign Life Policies Offshore Funds
Other Offshore Products Foreign Bank Accounts
Foreign Income – Great Britain and Northern Ireland Dividends
Figure 23
The above schedule has a hyperlink so that you can add a schedule of dividends. Click into the “Net Amount Received” and the following screen will appear:
Enter Property Details, for Self/Spouse, along with the date, Nominal Value and Dividend amount received. The Sum of Dividend for Self as well as Spouse, appears in the Self and Spouse cell of Figure 24.
Figure 25
US and Canadian Dividend Schedules are done in the same way as the GB/NI Dividends but the schedule has more information to enter.
Note: Continue to complete all the information you deem necessary to complete this section for your client. You can click the Next button to go onto the next sub section. If you click Home it will bring you back to the start of the section you are on.
This section is straight forward with only two drilldown schedule which are similar to the Dividend schedules and are held under the sub heading Irish Deposit Interest.
Click the “Gross Amount of Dividends from Irish Resident companies (from which Dividend Withholding Tax was deducted” and the following screen will appear:
Note: Continue to complete all the information you deem necessary to complete this section for your client. You can click the Next button to go onto the next sub section. If you click Home it will bring you back to the start of the section you are on.
This section is straight forward with only one screen as follows:
Note: Continue to complete all the information you deem necessary to complete this section for your client. You can click the Next button to go onto the next sub section. If you click Home it will bring you back to the start of the section you are on.
This section contains RACS which are not the run of the mill postings that we have shown to date in the manual. There are a number of hyperlinks which need to be updated in order to complete the creation of an RAC.
Note: Continue to complete all the information you deem necessary to complete this section for your client. You can click the Next button to go onto the next sub section. If you click Home it will bring you back to the start of the section you are on.
This section defines the allowances, reliefs and credits that are applicable to your client. The number of subsections are as follows:
Note: Continue to complete all the information you deem necessary to complete this section for your client. You can click the Next button to go onto the next sub section. If you click Home it will bring you back to the start of the section you are on.
Restriction of Reliefs
This section is meant for higher income Individuals. To enter amounts in different accounts click on the following links. To remove entries from the links click Delete RR1 form button.
Note: Continue to complete all the information you deem necessary to complete this section for your client. You can click the Next button to go onto the next sub section. If you click Home it will bring you back to the start of the section you are on.
Request for short notice
This section contains only a single tick box where you request a Short Notice of Tax Assessment. This is a shorter form and does not give a breakdown of allowances etc.
Capital Gains
This section outlines any Asset Disposals that your client has undertaken from Shares, Land & Property to Foreign Life Policies.
Note: Continue to complete all the information you deem necessary to complete this section for your client. You can click the Next button to go onto the next sub section. If you click Home it will bring you back to the start of the section you are on.
Chargeable Assets
This section covers any assets acquired during the tax period. Simply fill in the information, there is only a single input screen to cover this area.
Property Based Incentive
This section covers investments in property with specialist interests such as Park & Ride, Seaside Resort and Urban Renewal. It covers a considerable list of such investments for both Self and Spouse.
CALCULATION & SUBMISSION
Once you have completed inputting the tax return information and you are happy that you have completed each of the sections and subsections, simply click on the Calculate button on the tax return screen.
When you click the calculate button Relate Personal Tax Manager will automatically go onto the internet and go to the Revenues Tax Calculation Engine and return a Form 11 Calculation Report. The report is based upon figures returned from Revenue.
The figures are not live and are not submitted anywhere, they are simply returned to the package so that the user can see what the clients tax liability and return will be like.
Calculation Report
The calculation report created looks like the following:
As per the screen above the layout has been formulated to be in line with the Revenue Offline Application but has been improved to ensure that the layout stays on as few pages as necessary and that the fonts have been consistently applied.
Validation Error Report
The validation error report is created when something ahs been entered which cannot be returned to the ROS calculation engine. Self validations help to ensure that returns adhere to the Revenues systems. The validation error report will appear as follows:
Form 11
Once you are happy with the Form 11 calculation report you can decide to print the full Form 11 form by clicking on the Form 11 button on the tax return screen.
The Form 11 Form will look like the following screen and will run to a few pages outlining every section that has been completed as well as sections that are not applicable.
The last page has the signing section and declaration which your client needs to sign. There is an option to create an export file to PDF for sending to your client for signing.
Once you are happy that the client has accepted the tax return and the tax liability, it is time to submit the return. Click the Submit button on the tax return screen.
The current version of Relate Personal Tax Manager will bring up the following message:
The message explains that the software has generated a Form 11 xml file in the default ROS F11 directory. When you click OK the system will automatically launch the ROS login screen as follows:
Login as you normally would and upload the return. Relate are working on a direct submission routine from the package itself which will cut this cumbersome part of the process out. This upgrade will be made available to all users as part of their normal licence agreement.
DATA MINING
Data mining is a tool used to interrogate the tax database of client information to help manage the tax return process. It is also used to target, sell and market the firms tax services. The data mining routine will give the user the ability to do complicated search and retrieve operations on the client database i.e. create a list of all clients who have income in excess of €100,000 who did not do BES or use Film last year.
The user can create as many data queries as they like. To create a datamine click on Data Mining on the navigation bar.
Then click New. The Query window appears showing the Details tab.
In the Details tab page, you have to specify the kind of query that you want to generate. Enter the following information:
Description of Query
Query Group - Select the group of the query from the drop-down list. If the group you are looking for is not a part of the list, then you can enter the name of the query group here. It will be added to the list, for you to use the next time.
Source of Information
Click on the Query Builder Tab. The Query Builder window appears showing the following:
The Query Builder helps you define the information you are looking to retrieve from the database. The query statement appears at the bottom of the screen.
Select the section or field name that you are looking for, from the Field drop-down list. Then select the condition that you want to specify from the Condition drop-down list. Once that has been done, enter the value that you are looking for in the Value box. Select either “and” or “or” depending on whether you want all the conditions that you have specified, to be met or any one.
Multiple lines can be entered here for detailed queries.
Click on the Fields Tab to select or unselect the fields of information you want to appear on your datamine. These fields will be available for mailmerge once the query is “run”.
Once you are happy with the created query Click Save & Close to retain your data mining results.
Back on the datamining screen click the Run Query button as in the screen below.
The Query screen will appear as follows: it lists up all the records in the database that fulfill the criteria set in the query builder. The user can now click on the Microsoft Word button and do a standard letter mail merge requesting or offering information to the clients listed. The user can click on the Microsoft Excel button and export the list into a perfectly formatted Excel Spreadsheet for further analysis.
If you are on a network you may want to keep all of your particular saved queries in a directory so that they are available to all staff members. If you click the Settings button on the Data Mining screen you can agree a network path.
There are two main reports which can be run from the text Reports menu:
Client Listing Report Exception Report
Client Listing Report
The Client Listing Report selection criteria is as per the screen below. Make the relevant selections you require such as give me a list of all clients with a status of “Draft Returns Generated”.
The report will then list all clients with this status along with their other information.
Figure 26
Exception Report
The Client Exception Report Compares each Client record according to the Tax year chosen with each field value entered into the Tax form of the previous year and generates a report of unmatched fields for the Clients chosen. If you have entered something into 2007 but have not entered something into the same section for 2008 it will throw up an exception.
Figure 27
This is very important and helps to identify potential missing information. Generally speaking if a client had something last year, they should have it again this year.
If you are a firm who already use ether DRIVE or Relate Accounts Production your staff file will automatically appear in Relate Personal Tax Manager, as it is the same database which is being used by all three applications.
If you are not an existing user go to the Staff option on the navigation bar and click on New, the following screen will appear:
Fill in the relevant information and click OK to save the new staff member.
Settings
From the Tools menu, choose Settings. The Settings window appears. Select Practice Details tab.
Figure 28
Enter the name of the practice. Enter the contact address along with the contact phone numbers, mobile and fax numbers, e-mail and web address. This information is used as the contact information for the Revenue when queries arise and also for email responses.
Select the Client Codes tab.
Figure 29
Select the Use Automatic Code Generation check box, if you want the client codes to be automatically generated by the system, when entering Client Details. Each code may be broken up into several segments.
The client code can be based on six criteria: client name, office, partner, department, manager and a unique number. This unique number may be system unique or it may be code unique.
Select Tax Details Tab.
Figure 30
The following information is critical for the proper setup of your tax package:
Enter the TAIN Number of the Practice. This is your official TAIN as issued by ROS.
Enter the ROS Web Server URL here. (The complete Form 11 will be posted here automatically at a later release.) View Last Year Details – (This will show last year’s figures alongside the current year for comparison on the schedules) UK Conversion Rate & US Conversion Rate
Path for Saved F11 Files.
Use Web Services for F11 Files (This will automatically submit F11’s without needing ROS upload, only available in a later release ) Use Offices, Departments
Hide Closed Clients