General rules

You cannot update backwards to a tax year before the year ended 5th April 1997. This is because Personal Tax does not deal with earlier years than 1996/97. Therefore only one option, Update forwards to year ended 5th April 1998, is available when Year ended 5th April 1997 is selected in the list of existing years.

Certain Partnerships losses are not updated backwards. These are Allowable loss to carry back and Allowable loss to carry back from furnished holiday lettings.

No figures in Chargeable Event Gains are updated forwards or backwards and no information at all will appear in the tax return.

Joint Income is not handled by year updating. The interest details for the client are updated but not for the spouse.