You can import income from one return to another by following these steps:
- Open up an SA100 tax return.
- Select Joint income importing from the left-hand menu.
- Select Import joint data.
- Browse and search for the client you want to import the data from.
- Click on Select.
- Select the tax return year you want to import.
- Click on Open.
- 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.
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