Protax Introduction
Overview
Protax is used to process tax returns for clients. It is a very useful application as it can file the tax returns electronically saving us much time instead of having to do it by hand. Protax allows you to add pages that apply to a specific client such as being self employed or for employment.
Using Protax
When using protax we enter the minimum amount of information that is required by the tax office. This is because the more information you put in the more chance of inaccuracies and problems.
Loading Protax
To load Protax you need to select the client which is going to be used on Clientbase then click on the tax button which is shown below
Once this button has been pressed Protax will load. If there was a tax return done for the client on another year it will ask you if you want to copy the information from last years tax return onto the current years tax return. If you are doing this years tax return then you would press yes and all of the previous years tax return data would be carrier over.