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Accountants Enterprise and Series 6/8 only

Index of returns

The index lists all returns in your Tax ledger.

Returns that have been rolled forward from the tax ledger for the previous year but not yet opened in the current ledger may not be included in the Optimiser process. Those returns will show the tax year prefixed to the name of the return.

For each return to be included in the Optimiser process click Select or [Alt+S] to place tick to the left of the return. To remove the tick from a selected return and thereby exclude it from the export, click Select again.

Back to Optimiser

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