The Personal Tax workflow

You can create a client from Personal Tax, Control Centre, or Sage Practice Solution.

If you use Sage Practice Solution and have client integration enabled, clients created in any Sage Taxation program will automatically be available in Sage Practice Solution. For more information, see Connecting your Sage programs.

If you are producing a tax return for a client for the first time, you will have to set the client up for Personal Tax. You only have to do this once; the client is then kept in Sage Taxation so you can continue to complete tax returns for them year on year.

For more information, see Creating clients.

Next you will have to complete the client’s event log. This is where you record events in the client’s life needed to calculate their allowances (e.g. date of birth, marriage, registering as blind).

For more information about the Event Log, see Events & Family Log.

To help you collect your client’s data, Personal Tax has the facility to produce questionnaires that you can send to clients which when completed will provide you with all the information you require to complete the client’s tax return.

For more information about the ADQ, see What is the Annual Data Questionnaire?

Once the client is set up you can start entering the client’s information on the pages in the Annual Data Navigator for this tax year (in addition to any data you transferred from other Sage Taxation applications). At any time during this process you can check how the SA100 tax return will look using the data you have entered so far and create ‘snapshot’ copies of these for future reference. You can also produce schedules of data to support the details on the return.

For more information about entering income details, see Data Entry Forms.

After you have entered all the data, you can use Personal Tax to validate the return before you finalise it. This will make a series of automated checks on the return to ensure that the data is valid and will not be rejected by HMRC. If there are any problems, Personal Tax will list them for you.

For more information, see Find errors with the return.

Once you are satisfied that you have finished entering the information for the client, you can then generate the final return for approval by the client and submission to HMRC. You can submit the return in two ways:

• By Online Filing: click FBI on the toolbar.
• By post: print a paper copy from Personal Tax.

For more information, see Submitting the Tax Return.