Tax and payroll / Personal tax records
Keep an individual’s tax record with their figures
Practice staff keep a personal tax record for an individual and pull figures from that person’s business books and payroll.
S SecureWire Workflow illustration
Example workflow
ExamplePersonal tax records
Example clientExample steps
Open the personal tax recordIn progress
JLPull figures from books and payrollNot started
SKReview income and reliefsNot started
AMReview payments and deadlinesNot started
JLOpen the personal tax record01 / 04
Illustrative workflow and sample data. Register interest to discuss your requirements.
How this supports your work
Practice staff can pull figures from an individual’s business books and payroll into their personal tax record, reducing repeated entry.
How it works
- Open the personal tax record
- Pull figures from books and payroll
- Review income and reliefs
- Review payments and deadlines
Review income and reliefs
The practice-only record brings together Overview, Income and reliefs, Tax return summary, Payments and deadlines.
Pull figures from books and payrollReuse figures already held
Pull figures from the person’s business books and payroll into their personal tax record.
Review income and reliefsRelated features
Continue with the related work
Prepare for the launch
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.