Add Data Items to Text within Notes

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Overview

As well as being able to include free format text within the Disclosure Notes it is possible to select a Data item within the text that will be evaluated when the Disclosure Notes are displayed on the Tax Return Disclosure Notes window and replaced by the value of that Data item for that client.

Where to Add Data Item

The Data item can be added in the word processing section of the New Disclosure Note window or the word processing section of the Disclosure Notes window by entering the character { in the word processing section or by clicking on the Add data button in the word processing control:
Add Data Button.png
If you want the { character to appear in the text then escape the character using the backslash character (\) e.g. \{.

Adding Data Item

  1. Click on the Add data button or type the { character in the word processing control.
  2. The Find Data window is displayed.
  3. Select the Data item you want to use and click on the OK button or double click on the Data item to select.
  4. The selected Data item is returned with brackets e.g. {Data item} within the word processing control.

Categories of Data Items

The Data Items are broken down into the following categories:

  • Central Data Items.
  • Personal Tax Data Items.
  • SA100 Tax Return.
  • SA302 Tax Computation.

The Central Data Items include the Date of Issue from the Tax Return Bundle window.
 
The Personal Tax Data Items include the following items that are evaluated for 2013 as:
 

Tax Year 2013
Tax Year + 1 2014
Tax Year + 2 2015
Tax Year - 1 2012
Tax Return Year 2012/13
Tax Return Year + 1 2013/14
Tax Return Year + 2 2014/15

The SA302 Tax Computation items include the sub-set of the tax computation included in Tax Explorer in Personal Tax.

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