Initiating Self Assessment in Acting Office

Introduction

Acting Office provides a step-by-step approach to process through the seamless process of managing tax obligations, ensuring that you can handle everything from client selection to final submission with confidence and efficiency. The user-friendly interface is designed to simplify complex tax processes, making it accessible for both experienced accountants and those new to self-assessment.

Accessing Tax and Accounts module

1. Client selection

Navigate to the Tax and Accounts module and select the client for whom you need to prepare the Self Assessment.
Alternatively, within the client profile, click on the 'Menus' and select the Tax and Accounts module.

2. Input taxpayer information

Enter the taxpayer information. Additional details such as the UTR and the NI number of the individual can be inputted using the edit icon.
Input taxpayer information
More Settings icon can be used to edit other business information along with report information and the bank details. Information about the nominee and the advisor can also be saved from this section.

3. Initiate Self Assessment

In the Personal Tax section, click on ‘Add tax return’ button to start the preparation process.
Select the tax year from the drop-down list and input a relevant description.
Under Sources of Income, select the appropriate income sources using the checkboxes and click ‘Save’ to continue.
Add tax return
A reference number will be assigned for easy access in the future.