Online Filing
How to complete your tax return correctly without errors or exceptions.
Last update: Enter Agent Credentials
The document outlines the procedures for adding online filing credentials for tax returns, prioritizing employee, departmental, and database credentials. Instructions for adding login details for individual employees involve searching for the employee and entering agent credentials in the Online Filing Details tab. Additionally, there are steps for entering organizational login details via the Tax System Parameters menu, specifying user ID, password, and email, followed by selecting the filing organization type. The document emphasizes related topics for further reference.
Adding CCH Document Management documents to the bundle
This document outlines the process for adding attachments from CCH Document Management to the IR Mark bundle for online filing. It details the new "DM attachments" grid in the Online Filing window, steps to select documents, handle checked-out files, and validate PDF files. Key points include the ability to replace documents, manage warning messages for deleted or destroyed documents, and the validation criteria for the PDFs to be attached. Additionally, it highlights the significance of managing document statuses and ensuring proper document selection for successful submission to HMRC.
Generating the Online Filing Submission and IR Mark
The document outlines the process for validating a tax return before submitting it to HMRC. It specifies steps to open the tax return, validate it against HMRC standards, and correct any errors. It also describes how to add attachments, including schedules and the SA302 form, while noting attachment size limitations. Finally, the process to generate the IR mark is detailed, highlighting that it occurs only when no validation errors remain. This includes data saving, error checks, and snapshotting the tax return for database records.
Submit Tax Returns
The document outlines the process for approving a tax return after obtaining the IR mark. It lists available options including viewing the marked return, accessing client documents, testing submissions in a live environment, submitting to HMRC, queuing for bulk filing, comparing data changes, and viewing submission history. Each option is designed to facilitate the submission process and ensure compliance with HMRC requirements.
Amended Returns
This document provides guidance on how to amend personal tax returns submitted to HMRC. It outlines the process for amending returns created in Personal Tax after the original return has been accepted. For returns submitted using different methods, it explains how to designate the submission as original or amended. The document also notes that the original and amended options are only available for first submissions each tax year, with subsequent submissions treated as amendments. Additional instructions for pre-2015 tax years are referenced in a support article.