The
profitable way to look after your clients' self assessment needs!
Tax 2002 Professional is the latest release in the critically acclaimed
self assessment range available from Pastel. As well as processing self
assessment returns, Tax 2002 Professional will also complete Partnership
Returns.
Features of Tax
2002 Professional
Welcome
Menu
Know exactly how much progress you have made on a client's return instantly
with the Welcome Menu . The 2002 Welcome Menu offers a new folder which
contains details of all Tax Returns that are on file, providing instant
access to -
>>
Standard information - name, date of birth, sex and e-mail address
>> Date of receipt of client's
data
>>
Return drafted, approved
>>
Return submitted by post or internet
>>
Inland Revenue confirmed receipt of return - Agreed/Resolved
>>
Date invoice was raised/paid and amount
>>
Email button for direct emails to the client
>>
Print client information.
Interviewer
The Interviewer provides access to the new Wizards, enabling the Tax
Return to be filled in without having to manually edit the pages where
unnecessary. When creating a new Tax Return, you will be prompted as
to whether or not you wish to use the Wizards.
Partnership Returns
Tax 2002 Professional allows the completion and calculation of the Full
Partnership Return as part of its standard format.
Rapid Data Entry
Rapid Data Entry is aimed at the Accountant / Tax Professional needing
to enter data quickly and efficiently. Each set of pages has its own
Rapid Data Entry Screen which will allow the entry of all necessary
information to complete the section. This speeds data entry e.g. Self
Employment Pages 1-4 can be entered through one screen rather than four.
Data is collated via entry directly into data grids, then automatically
totaled and written back to the relevant box numbers within the Tax
Return.
Tree Structure
and Mini Toolbar
A Mini Toolbar and Navigation Tree allow the user to easily manoeuvre
around a client's return. Additional buttons facilitate the marking
of individual pages/sections as complete or incomplete. The toolbar
provides the facility to switch between the Rapid Data Entry Screens
and the Tax Return and also launch the Tax Return Utility.
Tax Return Checker
Based on the checks specified by the Inland Revenue for their Filing
By Internet Routine, the Tax 2002 Return Checking Utility will identify
any errors within the completed return. E.g. if you tick that your client
is married, it ensures the spouse's name is also entered.
Database of Tax
Offices
A database of Tax Offices allows you to search for a Tax Office. If
you cannot find the office you require, you can add a new one.
If the address or other relevant details have changed, simply edit the
incorrect information and save.
Colour Print
Out of the Tax Return
The program includes colour printouts produced from the original Inland
Revenue Forms, ensuring an exact match. (Will also print greyscale on
mono printers)
Tax 2002 Professional
facilitates the production of an unlimited number of Self Assessment
and Partnership returns. The Self Assessment software products have
passed all of the Inland Revenue's testing procedures year in, year
out.
STANDARD FEATURES:
>>
Tax 2002 Professional will process an unlimited amount of returns with
no bureau fees.
>>
Free Updates - any legislative changes within the financial year are
supplied free
of charge.
>>
Database of Inland Revenue offices.
>>
Covers the returns of the self-employed, directors, partners and employees.
>>
Includes a "Filing By Internet" utility which has passed all
of the Inland Revenue's testing procedures*.
>>
Extensive online help available with each question.
>>
Back-up utility allowing you to either back up individual or all of
your clients' returns.
>>
Diary including pop-up reminders of key dates.
Tax 2002 Professional
will calculate and print the following forms:
SA 800 - Partnership Tax Return
SA 800ps - Partnership Statement Full
SA 800tp - Partnership Trading Income
SA 801 - Partnership Land & Property
SA 802 - Partnership Foreign
SA 803 - Chargeable Assets
SA 804 - Partnerships Savings & Investments
SA 100 - Tax Return pages 1 - 8
SA 101- Employment
SA 102 - Share Schemes
SA 103 - Self Employment
SA 104 - Partnership
SA 104f - Partnership full
SA 105 - Land & Property
SA 106 - Foreign
SA 107 - Trusts
SA 108 - Capital Gains Tax
SA 109 - Non-residence
RRP £199.00 ex VAT