Copy return for editing

You can make a copy of a return, which will be a snapshot of the figures at the time that the copy was taken. Whereas a return from Current Working Figures will always be up to date, copies of figures will not reflect changes you make in the data entry pages.

You may want to create copies of figures:

• To change the values on a return without affecting the underlying data.
• To add attachments to a return.
• To manually edit the return within the viewer. You cannot manually edit a return in the viewer using the current working figures.

Note: Using the data entry pages is the preferred way to make changes to the figures on the return. This is the only way to make sure that your changes appear in all current working figures you generate for that client.

To make a copy of figures:

1. Open the Tax Return Viewer.How?

   1. In Personal Tax, use the navigator to find Tax Returns and Computations > SA100 Tax Returns. If an R40 has been selected, this will be Tax return and computations > R40 Tax Returns.
   2. Double-click Current Working Figures.
2. From the Return menu choose Copy Figures.
3. You will be asked to enter a name for the copy of the return. You can give it any meaningful name, or you can use the date and time stamp that is given by default.
4. The new copy will appear in the Tax Return Viewer.

To switch between copies of figures:

1. In the Tax Return Viewer, click the drop-down arrow at the top of the navigator.



2. Click the name of the copy that you want to show, and it will appear in the Tax Return Viewer.