Sage Partnership Tax - Workflow

Partnership Tax allows you to complete a Partnership Tax Return for a client by entering the data directly onto the Tax Return on-screen. You can easily enter figures for multiple tax years and also maintain multiple sets of figures for each year. This will allow you to print and compare slightly different versions of the Return.

  1. Create a client

    2. Partnership clients can be created directly in Partnership Tax, in Control Centre or in Sage Practice Solution. All required details, such as the partnership name, address, tax district, UTR and details of partners can be entered using the Add New Partnership Wizard. Later, details can be reviewed and changed using the Main Details form.

  2. Create a tax year

    3. In the New Partnership Wizard, when you first create a client you must specify the first tax year that you want to work on. You can subsequently set up further years by performing a year update. You can produce a tax return for any year that you create and also easily swap between them in the Tax Return Viewer.

  3. Enter data

    4. You can enter tax data directly onto the tax return on-screen using the Tax Return Viewer. The Forms Navigator allows you to swap between pages in the return, add extra pages and remove unnecessary ones. If you wish, you can create multiple sets of tax figures for the year and use the Tax Return Navigator to choose which set to display on the return in the Tax Return Viewer.

  4. Generate the return

    5. You can check the return against HMRC online filing validations and then print, or save as PDF, copies of the tax return for you and your client for approval.

  5. File the tax return

    6. When the return has been approved by your client, you can submit it to HMRC online or on paper.

    Where the return has been submitted online, HMRC's receipt of the return will be automatically recorded. For a paper return you can record the date of submission in Control Centre.

    The process for the tax year is then complete.