Running tax tasks

Pull a single piece of HMRC information for one client - the building block everything else is made of.

1. 1

   Choose Personal or Corporation Tax

   The two sections work the same way. Personal Tax covers Self Assessment; Corporation Tax covers company filings and balances.

2. 2

   Enter a UTR or load a client

   Type a 10-digit UTR, or pick from your recent UTRs or saved client list. The client name confirms you have the right record before you run anything.

   
3. 3

   Pick a task and output format

   Each task can return a PDF, an image, or structured data. PDF is best for filing notes; data is best if you are feeding another system.

4. 4

   Pin or download the result

   Pin a result to keep it on screen while you run more, or download it straight away. Pinned results stack so you can compare clients side by side.