Practice Management, Self-Assessment
What data can be rolled forward from a previous year’s tax return?
FAQs » Pre Sales FAQs » What data can be rolled forward from a previous year’s tax return?
PM Solution and SA Solution will roll forward:
- Supplementary schedules
- Drill-down data, i.e. bank interest, pension payments. Note: the amounts are set to zero
- Bank account and nominee details
- Account and basis periods
- Carry forward boxes, i.e. Losses and Overlap relief
- Payments on account from the previous year
- Minor details, i.e. eligibility for blind person’s allowance
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