Finding and correcting errors with the return
Partnership Tax can validate the client's tax return to check for errors and missing information. These validations are performed according to HM Revenue & Customs specifications.
Once the return has been validated, any errors will be displayed on a Validations pane. You can click on an error to navigate directly to the area on the tax return and make any necessary amendments.
Some of your clients' returns may be affected by HMRC Special Cases and Exclusions which may prevent the return from being filed online.
You can also print out a list of errors for easy reference.
To find errors within the return:
- Preview the return you want to check.
- From the Tasks pane choose Validate return. The return is checked for validation errors.
- If any validation errors are found, a list is displayed beneath the tax return preview.
To correct errors within the return:
- When errors are displayed in the Validations pane, double-click on an error to go to the relevant box on the return.
- Click in the box to edit the figures to correct the error.
- When all errors have been corrected, validate the return again by choosing Validate return from the Tasks pane.
To print errors within the return:
- When errors are displayed in the Validations tab, right-click and choose Print Validation Errors. A Print window appears.
- Choose your printer settings and click OK.