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Practice Management, Self-Assessment

What data can be rolled forward from a previous year’s tax return?

FAQs » Pre Sales FAQs » What data can be rolled forward from a previous year’s tax return?

PM Solution and SA Solution will roll forward:

  • Supplementary schedules
  • Drill-down data, i.e. bank interest, pension payments. Note: the amounts are set to zero
  • Bank account and nominee details
  • Account and basis periods
  • Carry forward boxes, i.e. Losses and Overlap relief
  • Payments on account from the previous year
  • Minor details, i.e. eligibility for blind person’s allowance
 Practice Management, Practice Management, Self-Assessment, Self-Assessment  
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