Some tools may be restricted so only administrators will be able to use them.
This tool provides a way to extract filtered client lists to Excel. Read more….
This tool allows you to produce questionnaires for multiple clients. Currently this is only available for individuals SA100 returns
Client CSV Import
This tool allows the import of client data from a CSV file. Read more….
Bulk Taxyear Rollforward
This tool allows the bulk creating of tax returns for a new taxyear. Read more….