Finding a Tax Return

To find and open a tax return use one of the following methods:

  • From the HOME page, most recent cases list, If you have accessed the Tax Return recently then it may be listed on the HOME page. Click on the tax return to open it.
  • From the RETURNS list, Click RETURNS on the menu to access the list of tax returns. You can sort and filter the list, or enter part of the client code, client name or UTR to search the list. For more information see the RETURNS list.
  • From a client, Use the CLIENTS list to find a client. Click on the client and then click on the Tax Returns tab to see all the Tax Returns for that client.

Once you have clicked on the required Tax Return you will see the Tax Return tabs.

Useful Resources

What is a tax return?