Preparation

Notice to file issued - Enter the date on which HM Revenue & Customs issued the Tax Return to the client.

Return received from client - Enter the date on which the Tax Return was received from the client.

ADQ sent to client - Enter the date on which a request to the client for their annual data was sent. The software will enter this date automatically if the Annual data request is printed from existing records.

ADQ received from client - Enter the date on which the client supplied the necessary data to complete the Tax Return.