Tax Return Bundle Window

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Overview

The Tax Return Bundle window is used to generate the bundle including the Transmittal Letter.  This window can be used to modify the default settings for the bundle and to modify the paragraphs included in the Transmittal Letter.  The window is accessed via the Tax Return Bundle menu item in the Tax Return section of the Task Bar.  The functionality of this window is discribed further in the detailed topics.

Topics in this Section

Topics
  • Click on the Tax Return bundle menu item in the Tax Return section of the Task Bar to open The Tax Return Bundle window (see below).  The warning icon informs you that an IR mark has not been generated for this Tax Return. There are two Personal Tax task permissions associated with this window: [Task Bar][Tax Return bundle] in the Menus group will give access to the Tax Return bundle menu item in the Tax Return section of the Task Bar.  If this task permission is not ticked then the menu item will not be available. #Tax Return bundle #Can Modify Details that allows the user to make changes on the Tax Return Bundle window.  If this task permission is not ticked then the only actions the user can undertake on the Tax Return Bundle window are to click on the buttons Save, Save and Close, Create PDF and Letter paragraphs. The functionality of this window is described further in the associated topics.
  • The Template drop down lists all relevant bundles in alphabetical order.  Select the relevant bundle and the window will be updated based on the settings in the Contents tab of the Bundle details window. Where there is only one available bundle on the Bundle Details window then the drop down will appear as follows: Where there are no bundles available then most of the controls on the window are disabled: The Date of issue is displayed within the <<CPGIssueDate>> mail merge field and the letter paragraphs are displayed within the <<CPGLetterParagraphs>> mail merge field within the template.  These mail merge fields should not be put on the same line within the template.
  • The Date of issue field is used for the date of the cover letter. The field defaults to the current date.  It is possible to set a date in the future.  If the date is removed then an error icon is displayed: You will not be able to save this window until the error is cleared.  If you enter a date in the past then an error icon and tooltip are displayed: Again you will not be able to save this window until the error is cleared.
  • Where the selected Template is linked to a mail merge letter then the Include in bundle or Output to Word check box will be ticked and the Letter paragraphs button will be enabled.  If there is no letter associated with the template then both check boxes and the button will be disabled. Selecting the Include in bundle option add the letter to the Adobe Acrobat pdf bundle Selecting the Output to Word option opens the letter in MS Word. The letter is not included in the Adobe Acrobat pdf bundle You can choose not to include the letter on the bundle by removing the tick from the Include in pack / Output to Word check box will in turn will disable the Letter paragraphs button.
  • You can choose to save a copy of the bundle to a folder (either on the local machine or on the network) when it is generated.  The default settings in the Storage section are populated from the Contents tab of the Bundle details window for the corresponding Template: This bundle is saved in this Location when you click on the Create PDF button and generate the pdf file.
  • The Tax Return section allows you to select which of the Tax Return, Supplementary Pages, Helpsheets, Backing Schedules and Computations are to be included in the bundle.
  • It is possible to add additional documents that are not part of the Tax Return.  These include: CGT Schedule of realised gains. Client specific documents. Predefined documents.  The topics explain these in more detail.
  • The bundle is created using the settings on the Tax Return Bundle window
  • This section show you how to lock the Tax Return Bundle window and the consequences of doing that.
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