Client Selection for Internet Filing
The Internet Filing window allows you to select clients' Returns and prepare them, ready to be sent to the HM Revenue & Customs Server.
Toolbar Buttons
| File |
- Upload the Returns for all clients you have placed in the right-hand list. |
| Sort by Code |
- Toggle sorting the list of clients with Returns awaiting upload by name or by client code. |
| Delete |
- Remove a client from the list of those with Returns awaiting upload. To add the Return to the list again, you will need to open the client in Personal Tax, Partnership Tax or Trust Tax and select FBI (File by Internet) and the submission method. |
Client List
The left hand list contains all clients with Returns waiting to be filed with the HM Revenue & Customs Server i.e you have selected FBI as the submission method for this Return in Personal Tax, Partnership Tax or Trust Tax.
The right hand list contains all clients whose Returns will actually be files when you click the File button.
Use the arrow buttons to move clients between the two lists.
Move selected clients to the right hand list
Move all clients to the right hand list
Move selected clients to the left hand list
Move all clients to the left hand list
To select multiple clients simultaneously, hold down the CTRL key and click on each client in turn.
What do you want to do?
Delete a Client from the Returns Awaiting Filing List
Sort the List of Clients with Returns Awaiting Filing by Client Code or Name