UKI Compliance Ideas Portal

Carry forward basic information for personal tax return

I have noticed that when creating a new tax year return the system does not carry forward few pieces of information such as DOB, agent details (ie if we want to show a different contact name and address), employment, interest list, etc .

I am afraid that not carrying forward basic information can lead to mistakes and only increases time in preparing the work.

  • Guest
  • Aug 14 2023
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  • Admin
    Steven Cartlidge commented
    16 Aug, 2023 09:57am

    The roll forward feature allows for this information to roll into a new tax year.

    To trigger the feature a return must be set to Finished (at the top of any screen, currently saying 'In Progress')

    After this has been changed, when creating a new period, the option to 'Roll forward from previous tax year will appear'.