Create a new Tax workpaper on the ledger for the current year. See Adding workpapers for more information.This workpaper must be based on the Tax Form type (Individual, Partner, Company, Trust) to be pre-filled.The workpaper will be automatically populated with some values from the ledger (based on account group totals). Other fields may also be entered manually.
In the Tasks bar, click Import Ledger Data to import fields from the ledger via the workpaper.
This will run in the background. If any errors are encountered, an error message is displayed and no fields will be updated. Otherwise, the Tax Return will be displayed in a new window.
In the Tax return, manually update any values as necessary.
For more information, see Import Ledger Data (Framework) or Import Ledger Data (Series 6/8) in the Tax Online Help. These pages also contain details on which fields will be mapped from Client Accounting to Tax.