Seamlss has created an inbuilt form to help you collect Individual Tax Return information from your clients. To read more about how a client completes the form, see our Completing your Individual Tax Return Details help guide.
To customise which questions to use in your firm’s Individual Tax Return forms for clients, go to Settings from the left-hand menu.
Go to the General tab.
Scroll down to ITR Options. Here you will see each section of questions separated by category (General, Income, Deductions).
If there are any questions you would like to remove from the ITR form, simply tick the Disabled box on the right-hand side.
Under the Finish section, you can enable or disable Tax Return Due Date, and Fee From Refund. You can also give Fee From Refund a new name by typing in the Fee From Refund Label field. There is also space to add extra details about using Fee From Refund and fee information.
Finally, you can customise your Terms and Conditions. Change the Terms and Conditions Label as desired and edit the Terms and Conditions to suit your firm.
Click the blue Save Setting button to finalise your choices.
Read more about Stacking Fetch Forms for ITR.
