Editing returns
You can edit the figures directly in the Tax Return Viewer.
You cannot edit a return once you have started the submission process.
To edit a return:
-
Preview the copy of a return or final return.
- Browse to the page of the return containing the information that you want to edit.
- Click on the box that you want to edit.
- Enter the new value for the box and press Return on your keyboard.
Additional advice on editing returns
Information is entered automatically into certain boxes, based on data that you have entered in the client's Main Details page. You can click on the return to change this information, and undo changes by selecting Return > Refresh from Main Details.
Some sections of the tax return require you to tick a box to indicate which of several options applies to the client.
Click a box to tick it or clear an existing tick.
Tip: Some boxes are automatically ticked based on the data you have entered. For example, most of the boxes on page 3 of the return are ticked when you add the relevant supplementary pages. Managing tax returns
To move the cursor to the next box on the tax return, press the Tab key. To move the cursor to the previous box on the tax return, press Shift+Tab.