How to update the Tax Status Column when paper filing.

The Tax Status columns are automatically updated following a successful filing receipt from HMRC. However when a return has been printed without the IR mark and it is simply a tax return with client data, it is then necessary to let the system/counters know the return has been filed.

This notification is built into the printing process by clicking on:

• Check and Finish:

• Print:

• Printing Preferences:
• 'Who is it for?' HMRC (official return pages to file by post):

• Click on 'Create Preview' at the bottom of the screen:

The Tax Return PDF will open on the screen, however this can be closed immediately. 

The 'Filing by post' pop-up will also be displayed, clicking 'Yes' will do 2 things:

• Mark the return as 'Filed' 
• Set the status to 'Filed by paper to HMRC'.

This will automatically update the columns Practice Manager.