Tax Return Navigator Pop-up Menu

The Tax Return Navigator pop-up menu is accessed by clicking the right button on the Navigator. Options that are relevant to a particular item in the Navigator, such as Copy Page, will apply to the item on which you clicked to open the menu.

Creates a copy of the Return, Schedule or Page that is currently highlighted in the Tax Return Navigator. The copy is then available for selection in the Tax Return Navigator

Deletes the Return, Schedule or Page that is currently highlighted in the Tax Return Navigator.

Note: At least one copy each of the Business and Investment Income Schedule and the Short/Full Partnership Statements must exist at any given time.

Creates a new Schedule for the currently selected Partnership Tax Return.

Note: Only one Disposal of Chargeable Assets Schedule can exist for each Partnership Tax Return.

There are five available schedules:

  • Business and Investment Income
  • Partnership Land and property
  • Partnership Foreign
  • Disposal of Chargeable Assets
  • Savings, Investment and Other Income

Creates a blank copy of the Partnership Tax Return and all of its Schedules for the currently selected tax year. The Return is available for selection in the list of sets of figures in the Tax Return Navigator.

Opens the Print window.

Opens every folder in the Tax Return Navigator and displays every Schedule and page in the currently selected Return.

Closes every folder and form in the Tax Return Navigator so that only the Schedules are displayed.

Update all details and data for the following:

  • Partnership's Main Details
  • Tax District information
  • Practice client details

You can also press F5 to refresh this data.