This guide gives you an overall picture on how to create new clients, set up the application and get started with Tax Return Production and Accounts . Please see the video below for information on getting started. Alternatively this has also been detailed below in writing.
PLEASE NOTE: This article only contains basic information. Please contact support if you are unsure about any steps or need to do something different.
Create a new Client in Practice Manager
Before you can start any tax returns, accounts or VAT returns, you’ll need to enter the client information into Practice Manager. For further information on how to do this, please see our article for How do I create a new client?
Once a client has been created you can assign relationships with other clients entered in the database. For further information on how to do this, please see How do I create relationships for directors, company secretaries and partners in Practice Manager?
If you want to customise Practice Manager, follow these instructions on how to add alternative options to your current display.
In the Admin centre you can do the following:
You can then open the client in Tax Return Production, Accounts Production, VAT return and other modules.
Using Tax Return Production
For further information on how to create a tax return, please see the link for How do I create a tax return?
To complete a new return, you need to choose which mode you want to use:
Note: If you want to change a mode after you’ve selected it, go to the top left-hand corner of the screen and use the Switch to… link.
In both modes, as you fill in the applicable information in the relevant boxes, you’ll see the wizard icon (wand located to the right of the boxes). This will assist with collating the information required for the total of this box and will give an area where you can provide a further breakdown if required.
For example, if the total amount of interest you’re declaring is made up of four different interest amounts, instead of just entering the total, you can click on the wand and show each of the four transactions received. This will then populate the total into the taxable interest amount box.
The wizard icon can also assist with workings such as mileage allowance and company car expenditure.
If you require further clarification on what information can be declared in each box, click on the help link (question mark icon ? at the right-hand side of the box). This will take you to our Help Manual, which provides HMRC documentation, worksheets and examples to assist with your understanding.
If you are completing a corporation tax return, please find the link for Do I need to attach accounts to my CT600? This will provide you with more information on attaching iXBRL accounts/PDF attachments to the return itself.
Using Accounts Production
To create a set of accounts within Accounts Production, please see the below instructions:
Below is a short video that will take you through the import routine. Alternatively, for a step by step guide, the instructions continue underneath the video.
You can create previous years accounts to be able to have comparatives. Make sure that the dates follow each other.
How to change notes globally across all clients