See also

Editing Returns

Edit a Partner's details

Preview Returns or reports

Managing tax returns

You can use the Forms navigator to manage the pages in a client's tax return. 

You can add or delete pages for the client's return.

Note: Pages that are required by HM Revenue & Customs cannot be deleted.

 To add a schedule with the pop-up menu:

  1. Right-click the navigator.
  2. From the pop-up menu choose Add Schedule then the schedule to add.

To add a schedule with the main menu

  1. From the Return menu, choose Add Schedule.
  2. Choose the schedule to add from the sub-menu.

Note: If the Add Schedule option is greyed out, it may be because you have imported the figures from Business Tax. In this case, you must first copy the figures before you can add additional schedules.

  1. Right-click the navigator.
  2. From the pop-up menu, choose Delete Schedule, then the name of the schedule you want to delete.