Tax Return Details
Details
Add Page 1 Details
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Enter the Employer's PAYE Reference. If you entered an Employer's PAYE Reference in the Employment section, then you can select it from the pull-down.
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Complete Date tax return issued. This field is mandatory.
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Click
to select or create a local HMRC office. -
Enter the clients current address details in Issue Address or click the link 'Click here to select' an existing address.
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(Optional) Edit address. Click to edit the Issue Address.
Note: any changes made modifies other clients that use this address.
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(Optional) Removed linked address. Select this option to clear the linked address.
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Select the option Tick if page 1 details incorrect on original form, if this applies to the name and/or address details.
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Lloyds membership number. Enter if applicable.
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You can change the date that the tax return relates to by changing the From and To dates for Reporting period, .
Foreign Details
You should complete the Foreign tab if your client has received taxable income or benefits from overseas. See Notes on Foreign in the Tax Return Guide for further information.
Add Agent Details
Enter details about the adviser on the Agent tab. This includes their name and address.
- Click Agent name to select or create an advisor/ agent. The address details appear in the Address field.
Additional Details Tab
The Additional Details tab contains a number of questions relating to the tax return's figures and calculation.
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Click the relevant boxes to answer the questions.
Note: You must select the first option Tick if you are calculating your own tax, if you would like to use CCH Personal Tax to file online.
Additional Details Tab
Signatory Details
Use the Declaration tab to enter third party signatory information.
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Click Signatory name to select or create a signatory. The address details automatically appear in the Address field.
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Complete the following:
- Signature date
- Signatory capacity
Indicate the relationship between yourself and the client.