Main Frame Buttons

These buttons are located under the menu bar. You can use them to perform various tasks within Personal Taxation.

Open - Opens the Client List window.

Details - Shows the Main Details of the currently selected client.

Trim -  When the client is first opened, all available folders will be displayed, and the button will appear ready to perform a ‘Trim’ operation. Selecting this option will hide all unused folders. Once the ‘Trim’ button has been selected, and unused folders for the client have been hidden, the button will change to the state where the ‘Un-Trim’ operation can be performed.

Un-Trim - This option is only available once 'Trim' has been selected. Selecting Un-Trim will display all unused folders.

Notes - Opens the Sage Taxation Notepad. Use this to make your own notes concerning the current client. The notepad has a General page that is available to all users anywhere within the Sage Taxation. A separate Personal Tax page will only be visible to users who have viewing permissions to the Personal Tax module. If other Sage Taxation modules are installed e.g. Partnership Tax, other pages may be available to users with the relevant permissions.

Tasks - Opens the Tasks window for the currently selected client.

Event log - Shows the Event Log for the currently selected client.

Dates - Shows the Annual Processing Log for the currently selected client.

Additional Information - Opens the Additional Information Editor. This button is only available when a data entry page is open e.g. Self-employments. It allows you to disclose additional information on the Tax Return or other HM Revenue & Customs forms via the Additional Information boxes or 'white space'. Click the OK button at the bottom of the window when you have finished entering the information. You can change the information that you have entered at any time by opening the appropriate form and clicking the Additional Information button on the toolbar.

Return - This button will automatically open the SA100 Tax Return or R40 for the current client, depending on which option you have chosen in the navigator.

Schedule - Clicking this button will open the Data schedule window.

Calculation - Clicking this button will show the Tax calculation for the current client.

Payment - Clicking this button will calculate the figures for the client and open the Current Working Figures window at the Payments page.