The video includes the following:
- Basic preparation of an Individual Tax Return
- Activating Financial Picture
- Individual Tax Return with “Foreign Income”
- “Suspending” the form
See attached spreadsheet example for Sole Trade Comparatives.
Checkout some of our Help guide on:
Then you can proceed to adding a form-
Now, to the right of the screen, Select "Add Form"
Click the form that you need.
Note: If Individual Tax Return (ITR) is not available from the option, check your Setting via Gear Leaver and make sure that "Practice Type" is "Tax Agent". Individual Tax Return (ITR) is for Tax Agent use only.
Click "Skip this Step" or "Continue"
Activate the relevant sections that you need to work on -
Once you've worked in the form, you may need to turn-on certain reporting sections. You can do so via -
Note: LodgeiT System is an SBR System with SBR dependencies. (LodgeiT uses SBR validation & prefill functions)