Welcome to this continuing series of short video demonstrations. Our Practice Management solution allows proactive and time-saving management of your client base, appointments, paperwork, and much more. Each video looks at a different portion of PM Solution and shows you just how simple it really is.
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Video Nine: Linking a Trial Balance to an Individual Tax Return
In this demonstration you will see how to use the Tasks, Tax & AP Returns tab in PM Solution to link the trial balance already created to a client’s individual tax return. You will see that the import allows population of the tax return with figures from the set of accounts.
Video Ten: How to File an Individual Tax Return
This video continues from video nine to show you how to check and calculate the tax return, view the SA302, and submit the self-assessment details to HMRC.