Add Data Items to Text within Notes

Where to Add Data Item

The Data item can be added in the word processing section of the New Disclosure Note window or the word processing section of the Disclosure Notes window by entering the character { in the word processing section or by clicking on the Add data button in the word processing control:

If you want the { character to appear in the text then escape the character using the backslash character (\) e.g. \{.

Adding Data Item

1. Click on the Add data button or type the { character in the word processing control.
2. The Find Data window is displayed.
3. Select the Data item you want to use and click on the OK button or double click on the Data item to select.
4. The selected Data item is returned with brackets e.g. {Data item} within the word processing control.

Categories of Data Items

The Data Items are broken down into the following categories:

• Central Data Items.
• Personal Tax Data Items.
• SA100 Tax Return.
• SA302 Tax Computation.

The Central Data Items include the Date of Issue from the Tax Return Bundle window.
 
The Personal Tax Data Items include the following items that are evaluated for 2013 as:
 

The SA302 Tax Computation items include the sub-set of the tax computation included in Tax Explorer in Personal Tax.

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