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Client filing
system
File functions are included for creating new
tax return files or creating tax return files based on those
from the previous year. Other file functions include Open,
Save, Close, Rename, Delete and Backup.
Transferring client data from the previous year means that all
data which does not, or is unlikely to, change from year to
year (e.g. name and address, bank account names, details of shares
held, details of pensions) is instantly
copied from the previous year's Repayment Claim to create the
"skeleton" of the current year's claim, thus saving a large
amount of data entry from year to year. |
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Import
Client information stored in the TaxBase
database, such as address, date of birth, marital status and
tax reference can be imported into the Repayment Claim form with a few
clicks of the mouse. |
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On-screen display of
the Repayment Claim form
The program includes a full-colour,
on-screen display of the Repayment Claim (R40) form. Rapid navigation around the
form is possible
using a variety of methods such as control
keys, scroll bars and page selection buttons. If required,
information can
be entered directly into each Repayment Claim box as it would be on
a paper form. |
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Notepads with
"point and click" icons
Sprinkled around the on-screen Repayment Claim forms you will find
many "notepad" icons. Simply "point and click" on any
of these to reveal one of Tax Assistant's most powerful features, the
Notepads. Each notepad icon is context sensitive. When you click on an icon
a Notepad page appears which applies to that section of the Repayment
Claim.
There are Notepad pages for all sections of the Repayment Claim where
background data is used to derive the information that appears on
the form. Total amounts are automatically calculated on the
notepads and copied to the appropriate tax form boxes when you
click on the OK button on a notepad. All information entered on the
notepads can be printed out in the form of supporting schedules to
accompany a repayment claim. |
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Tax
repayment calculation
The tax repayment calculation is performed automatically within the
Repayment Claim program. The calculation uses the HM Revenue &
Customs defined calculation for Self Assessment, matching up the entries
made on the Repayment Claim form and the Notepads with the
corresponding entries that would be made on a Tax Return. You can preview and print a summary of the tax
repayment calculation in a similar format to the tax calculation
summary produced by HMRC in form SA302. The
tax calculation handles all variations of income, deductions and
allowances, including special circumstances such as foreign
income, lump sum
payments, chargeable event gains and Gift Aid. |
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Printed reports
of Repayment Claims, supporting schedules and tax calculations.
Tax Assistant produces high quality
printed reports on laser printers. The substitute Repayment Claim form
(R40) produced by Tax Assistant is approved by HM Revenue &
Customs for submission in place of the official R40 form. Schedule
printouts have headers and footers containing the taxpayer's name and
reference number, and the date. The repayment claim, including the
schedules and tax calculation summary, can also be saved as a Portable Document Format (PDF) file that can be
sent to the client by email. |
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