How To Handle Individual Tax Returns

Date Published: November 20, 2019

Category: Accountants, Self Assessment, Solution Suite, Support

With Self-Assessment season starting, we’re sharing two videos from our Ten Steps to Using BTCSoftware playlist that look at handling Individual Tax Returns.

Self Assessment SA Solution

Video 9 – Linking Accounts to an Individual Tax Return

This video demonstrates how to import accounts into a Self-Assessment return. See how to add an event for the Tax Return, then add the details by linking to and importing the Accounts.

Video 10 – How to File an Individual Tax Return

This video shows you how to check and calculate an Individual Tax Return before submission.

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Thinking about changing your software just before Self-Assessment season can be daunting, or even a big “no” for many practices. That’s why we’re shaking things up to offer flexible trial options to allow you to say “yes” and test-drive SA Solution and our other Solutions for January 2020. Just give us a call on 0345 241 5030 or email to talk to a consultant or book a demo.

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