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Personal Tax, Workflow and Corporation Tax Helen Page Deborah Evans

Personal Tax, Workflow and Corporation Tax Helen Page Deborah Evans. Personal Tax. Workflow Update Pilot Overview and Demonstration Personal Tax Q2 release – Highlights Q3 plans. Workflow. Where are we? Pilot purpose and current status How can I learn more? Demonstration.

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Personal Tax, Workflow and Corporation Tax Helen Page Deborah Evans

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  1. Personal Tax, Workflow and Corporation Tax Helen Page Deborah Evans

  2. Personal Tax • Workflow • Update • Pilot • Overview and Demonstration • Personal Tax • Q2 release – Highlights • Q3 plans

  3. Workflow • Where are we? • Pilot purpose and current status • How can I learn more? • Demonstration

  4. Q2 Personal Tax Update • Enhancements: • System Generated Notes • Changes to links from CGT & Dividend Scheduling and SecTAX and Trust Accounts • Corporate and Non Resident Partnerships • Aide Memoire – define path for S6 file • Quality Improvements: • Partnership schedules failing to print • Non trading partnerships – now year specific • Land & Property – overlapping on list of properties • PAYE Reference • Class 4 NIC Exception for ladies from 2010/11

  5. Q3 Release • Plans • What’s in the brief • Expected sign off and delivery

  6. Corporation Tax • Objective • To replace CorTAX and Taxmaster (legacy applications) • Functionality • To facilitate the retirement of the legacy applications • Providing the latest platform/technology for the new application • Show and tell

  7. Roadmap

  8. What’s next? • Additional modules and enhancements will be made • Group module • Deferred tax • Notes • Workflow

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