Tools Menu

Option Description
Year Update

Create a new tax year for the current client.

For more information see Creating a New Year.
Batch Year Update Create new tax years for more than one client.
Annual Data Questionnaire The Annual Data Questionnaire (ADQ) is a way of gathering and/or confirming tax data for an individual. ADQs can be useful as a data confirmation exercise just before the new tax year, or could be used as an information-gathering device when new clients are created.
View Return Opens the Tax Return Viewer with Current Working Figures selected.
View Data Schedules

Using this option you can prepare Data schedules.

Data schedules are a transparent, easy-to-read way for you and your clients to see exactly what has been entered on their Tax Return. They offer a more detailed analysis of the client's income, outgoings, reliefs and allowances than the Return provides.
View Calculation This displays the Tax calculation for the current client.
View Payments & Balances The Payments & Balances window shows at a glance the tax liability for the client with payments on account.
Online Filing
  • File Returns
  • Online Filing Credentials

Read File a return online for more information.
Event Log Opens the Events & Family Log.
Notes Opens the notepad for this client.
Processing Log

Personal Tax automatically records progress by inserting dates into the Annual Processing Log.
Tasks

Opens the Tasks window.
Form 64-8

Opens the 64-8 form that can be completed for your clients to authorize you as agent.

For more information see Produce 64-8.
Blank Forms

View the SA100 and all schedules plus the P11D, SA303 and R40 with no data entered.
Access System

You can directly access other modules in Sage Taxation.
Dividend Scheduling

Opens the Sage Dividend Scheduling window, which allows you to view the Interactive Data dividend details.

If you don't subscribe to Interactive Data Dividend Scheduling but would like to, get in touch.
Tax Districts Accesses the Tax Districts window to view or update tax district details.
Calculator Opens the Windows Calculator.
Net to Gross Opens the Net to Gross calculator.
RPI Figures Accesses the RPI Figures window to view or update the record of RPI figures used in the calculation index within the Capital Gains folder.
Administrator
  • Change Administrator Password
  • Personal Tax Settings
  • Rebuild Tax Return

  • Integration Settings

    When the option Automatically update report and correspondence names when integrated with Sage Practice Solution is selected, the report and correspondence names for the client will always be changed to the default value when Client Integration is enabled.

    When the option has been cleared, the report and correspondence names will not be changed to the default values when Client Integration is enabled, regardless of whether the names have changed.

    See Connecting your Sage programs for more information about Client Integration.

  • Report Settings - If you have problems viewing reports, Annual Data Questionnaires (ADQs), or Data schedules in the standard output format, choose this option then select the checkbox Produce Reports, ADQ and Data Schedules as PDF files by default to produce reports in the PDF format instead.
Client Counts Displays the client counts for your clients.
Licensing You can change your licensing options by getting in touch.
User List

This will open the list of users you have set up in your software.

See To add a new user for more information.
Registration details You might want to go here if your registration details change. For example, if you move office, your postcode may change.