Annual Processing Log

You can open the Annual Processing Log by choosing Processing Log... from the Tools menu.

Screenshot of annual processing log as it appears in 23.01

Personal Tax automatically records progress by inserting dates into the Annual Processing Log. The word Automatic appears alongside these dates in the log (this marker disappears if you then edit the date). You can keep a more comprehensive record by inserting further dates manually into the log. You can choose to overwrite all dates in the Annual Processing Log.

All of the dates within the Annual Processing Log can also be seen in Control Centre. Most of the dates are 'tax-year specific dates' and can be found by selecting the appropriate tax year. Dates relating to statements of account are 'fixed dates' which means that only one date will exist relating to all years.