Your Question:

What data is rolled forward from previous year’s tax return created in PM/SA Solution?

What data is rolled forward from previous year’s tax return?

PM/SA Solution rolls forward the following:-

  • Supplementary schedules, e.g. Employment, Partnership, etc.
  • All drill down data detail, e.g. bank interest, pension payments, etc. Note that the actual amounts are set to zero
  • Bank account and Nominee details
  • Account and basis periods are automatically taken forward one year
  • Carry forward boxes such as Losses & Overlap Relief
  • Payments on account from last year
  • Various minor details such as eligibility for blind persons allowance, etc.

 PM/SA Solution  

 PM/SA Solution  
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