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Creating a client (SA100)
Creating a partnership client
Creating a trust client
Editing the Tax Return Front Page
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Importing from QuickBooks Online
IRIS OpenSpace integration
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Bulk Taxyear Rollforward
Amending a return
Accounts Preparation
Creating a new set of accounts
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Data input
Individuals
Income and gains
Capital Gains
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Disposals
Computation
Foreign Tax Credit & SWT
Close company loans written off
Class 2 & Class 4 NIC
Dividends from UK companies
Employment
Employment lump sums
Income chargeable on settlor
Income from property
Income from trusts or settlements
Income from UK estate
Interest from UK banks etc
Interest from Gilts, accrued income etc
Life assurance gains
Lloyd's underwriters
Member of Parliament etc
Minister of Religion
Non-qualifying distributions
Other dividends
Other income/losses
Other UK pensions
Partnership
Linking to a Partnership Tax Return
Self-employment
Importing accounts data from other packages
Capital allowances
Plant & machinery - Main pool
Plant & machinery - Special Rate pool
Short life assets
Assets with private use
Expensive cars acquired before April 2009
Research & Development Allowances
Business Premises Renovation Allowance
Know-how pool
Patent pool
Averaging calculator
Share schemes
State pensions and benefits
Stock dividends
Foreign income and gains
Dividends from foreign companies
Foreign life assurance gains
Foreign savings interest
Foreign tax paid on other income
Income from foreign estate
Income received by person abroad
Land and property abroad
Other overseas income and gains
Overseas pensions etc
Reliefs, deductions and allowances
Blind Person's Allowance
Community Investment Tax Relief
EIS/Seed EIS
Gift Aid payments
Gifts to charity
Maintenance payments
Marriage Allowance Transfer
Married Couple's Allowance
Override Foreign Tax Credit Relief
Payroll Giving
Pension payments
Post-cessation expenses etc
Qualifying loan interest
Relief claimed for later years trading losses
Relief claimed on redemption of bonus shares
Social Investment Tax Relief
Trade union death benefit payments
Venture Capital Trust subscriptions
Other information
Additional notes for SA100
Benefit from pre-owned assets
Claim to reduce payments on account
Front page details
High Income Child Benefit Charge
Payments on account
Pension savings tax charges
Post-cessation receipts
Repayment details
Remittance basis
Residence status
Royalties & annual payments made
Service company income
Student Loan repayments
Tax adviser and signatory details
Tax avoidance schemes
Underpayments, overpayments and adjustments
Companies
Company information
CT600 form
Capital allowances first year tax credit
Chargeable gains
Disposals
Editing a disposal
Community Investment Tax Relief
Declaration
Double Taxation Relief
Franked Investment Income
Income already taxed
Land remediation tax credit
Losses and reliefs (including loan relationship deficits)
Management expenses
Property income
Capital allowances
Flat conversion allowance
Property losses
Qualifying charitable donations
R&D or Film Relief and tax credits
Enhanced expenditure
R & D Tax Credit
Above The Line R&D Tax Credit (RDEC)
Surplus ACT set-off
Tax payments and repayments
Trading profits
Adjustments to trade profit
Amortisation
Annuities, annual payments & discounts from which income tax not deducted
Bank interest etc, and profit and gains from non-trading loan relationships
Depreciation
Disallowable entertaining
Donations
Enhanced Research & Development expenditure
Income from UK land and buildings (override)
Income from which Income Tax has been deducted
Land remediation enhanced expenditure
Leased high emission cars
Legal and professional fees
Loss or (profit) on sale of fixed assets
Non-exempt dividends & distributions from overseas companies
Other deductions from trade profits
Other disallowable expenses
Other income and gains not entered elsewhere
Provisions and bad debts
Remuneration not paid
Repairs and renewals
Capital allowances
Supplementary forms
Charities and Community Amateur Sports Clubs (CT600E)
Controlled Foreign Companies (CT600B)
Corporate Venturing Scheme (CT600G)
Group relief (CT600C)
Claims to group relief
Surrendered and available for surrender
Insurance (CT600D)
Loans to participators (CT600A)
Tax avoidance schemes (CT600J)
Other information
Directors
PDF Attachments
IRIS OpenSpace