Note: the term tax is displayed in the terminology set for the region.
Once the property owner is set up and a tax return is available to be started, select Start.
The first section is the Tax Details. This is a list of transactions that are included in the tax return. These are split across account types (Revenue, Expenses, Assets, Equity and Liabilities) and then grouped by tax type. Individual invoices or credit notes can be opened directly from the return.
If an invoice or credit note needs to be edited, then select Edit. The following warning message will be displayed:
If these changes need to be included in the tax return, select Include Latest Changes. This refreshes the return and pulls through any changes that have been made to invoices or credit notes that are included in the return. It will also pull through any new invoices or credit notes that have been created with an issue date within the tax period.
The Tax Details can be downloaded to PDF or CSV formats to be sent out for review.
At this stage the return is in a draft state and will remain in draft until it's either progressed or canceled. To return to a draft return, select from the return history.
Next step: Generating the final Tax Return