Reporting

The Reporting menu has the following options:

Admin report

The Administration report filter enables you to generate a report of a specific milestone, or all milestones, for either clients allocated to you or all practice clients.

You can choose to report on those milestones with deadlines expiring within the next 4, 14, 21 or 28 days.

You can view the report in PDF.
Return and computations Opens Return & computations
Quick Reports Configuration

Allows you to pre-select the reports which will appear at Quick Reports for all of your clients. You are able to select your own reports configuration, which may differ from that of other users.

Select the required reports by highlighting them and clicking the right-arrow. De-select by highlighting the report and clicking the left-arrow.

Note: Any selections made here will determine the pre-selected reports at Quick Reports, but will not affect Returns & Computations.
Computation preview Opens the Computation Tax computations, or 'Tax pack' for the current client in PDF.
Computation & return preview Opens the Computation Tax computations, or 'Tax pack' for the current client along with the Company Tax Return (CT600)
Pre-validation Report Displays Online filing pre-validation errors.
Post-validation report Displays a report of returns that may need amending.
All Client Data Displays a report comprising the cover page, Table of contents page, Company Details Report page, and, for the open period of account, the Tax computations and the CT600 and any relevant Supplementary Pages.
v3.3 IFA differences Generates a report showing, for affected intangible fixed assets (IFAs), the differences resulting from changes to calculations made in v3.3.
NBV Reconciliation differences Displays a report showing those companies and their periods of account where structures & buildings in special tax sites have now been included in v4.4 and which were previously omitted from the NBV Reconciliation together with guidance on what to do.