Finding and correcting errors with the return
Trust Tax can validate
the client's tax return to check for errors and missing information.
These validations are performed according to specifications from HM Revenue
& Customs.
Once the return has been validated, any errors will be displayed on a Validations tab. You can click on an error to jump directly
to the problem area on the tax return and correct
it.
You can also print out a
list of errors for easy reference.
To find errors within the return:
- Preview the return you want to check for validation errors.
- From the Tasks pane choose Validate Return. The return is checked for validation errors.
- If any validation errors are found, a list is displayed beneath the Tax Return preview.
To correct errors within the return:
- When errors are displayed in the Validations tab, double-click on an error to go to the problem box
on the tax return in the Tax Return
Previewer.
- Click in the box to edit the figures to correct the error.
- When all errors have been corrected, re-validate
the return by choosing Validate Return from the Tasks pane.
To print errors within the return:
- When errors are displayed in the Validations tab, right-click and choose Print Validation Errors. A Print window appears.
- Choose your printer settings and click Print.