Editing Returns
You can edit the figures directly in the Tax Return Viewer.
You cannot edit a return once you have started the submission process.
To edit a return:
-
Preview the copy of a return or final return.
- Browse to the page of the return containing the information that you want to edit.
- Click in the box that you want to edit.
- Enter the new value for the box and press Enter on your keyboard.
Additional advice on editing returns
Ticking boxes
Some sections of the tax return require you to tick a box to indicate which of several options applies to the client.
- Click a box to tick it or clear an existing tick.
- Boxes at Q1 to Q4 on page 2 of the return cannot be ticked manually. These are auto-ticked when supplementary pages e.g. UK Property are added via Return > Add Schedule or in the Forms panel via right-click > Add Schedule
Tabbing between boxes
To move the cursor to the next box on the tax return, press the Tab key. To move the cursor to the previous box on the tax return, press Shift+Tab