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KB Home / Technical / Imports / How do I import joint income between two tax returns (Practice User)?

How do I import joint income between two tax returns (Practice User)?

Article ID: 2327
Last updated: 11 Aug, 2015

You can import income from one return to another by following these steps:

  1. Open up an SA100 tax return.
  2. Select Joint income importing from the left-hand menu.
  3. Select Import joint data.
  4. Browse and search for the client you want to import the data from.
  5. Click on Select.
  6. Select the tax return year you want to import.
  7. Click on Open.
  8. Tick the boxes for the data that you want to import then click on Import.

Note: If you've used wizards then the entries you made there will also be imported instead of just the totals.

Article ID: 2327
Last updated: 11 Aug, 2015
Revision: 6
Views: 1387
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Also listed in
folder Tax Return Production
folder Tax Return Production -> SA100 Individual Return

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