How do I create a tax return?

Article ID: 1233
Last updated: 03 Mar, 2023

You can use TaxCalc to produce tax returns for years dating back to 2011–12 for Income Tax and to 2006–07 for Corporation Tax.

Before you can create a tax return, you need to set up a client record in Practice Manager. There are two ways to do this:

If you've already set up a client, you can continue through the following steps.

Step 1: Log into TaxCalc as the admin user

Open TaxCalc and log in as admin user.

Step 2: Open Practice Manager

When TaxCalc opens, launch Practice Manager from the home screen.

Step 3: Open the client in Tax Return Production

The Clients screen will open.

Click on the relevant client to select it.

If you double click by accident you'll open the detailed record in the database. Click on the cross on the tab to close it (just like a web browser).

With the client selected, select Open in Tax Return Production from the left-hand menu.

A Select Tax Return window will open.

Step 4: Create a new tax return

In the Select Tax Return window, click on New Return...

A Create New Individual Tax Return window will open.

Select SA100 - Individual Tax Return or R40 - Individual Repayment from the first drop-down menu.

Select the tax year from the second drop-down menu.

You can bring forward information from the previous year's tax return, if it is listed.

Click on Create.

Step 5: Open the return

The Select Tax Return window will open again, listing the tax return you've just created.

Click on the tax return to select it, then click on Open.

You can also open it by double-clicking.

Create a tax return from the home screen

When TaxCalc opens, launch Tax Return Production​ from the home screen.

An Open Client Tax Return window will appear.

Click on a client from the list to select it and click on Continue.

A Select Tax Return window will open, listing the tax returns that have been created for this client.

Create a new tax return by following step 4 above.

Create a tax return using the action buttons

When you're looking at a client record, you'll see an action button towards the top right of most windows. This is the icon that looks like a cog.

Click on the cog and select Open in Tax Return Production.

Article ID: 1233
Last updated: 03 Mar, 2023
Revision: 8
Views: 6048
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