Adding schedules

Schedules will be added to your client based on the information you enter in the Data entry forms. This means you can't add any schedules to the Current working figures. You can however, add schedules manually to a copy of figures.

Some schedules need to be added manually to returns. These are:

• Ministers of religion
• Parliament
• Lloyd’s Underwriters

Note: You cannot add a schedule to the current working figures. If the Add Schedule option is greyed out, copy the figures and try again.

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To add a schedule:

1. Preview the copy of a Return or Final Return. How?

   In the Navigator, expand Tax return and computations > SA100 Tax Returns and double-click the Return you want to edit.

2. From the Return menu, choose Add Schedule then the name of the schedule to add.
3. The schedule opens and appears in the Tax Return list in the Forms pane.