• Open the Individual from the client selection menu
  • Select ‘Tax Returns’ from the left side of the screen, this will open Tax Returns summary screen
  • Click [New Return]
  • Select from the dropdown list the year you would like to create a Tax Return for. If you have already created a Tax Return for the previous year select [Transfer data from a previous year], this will bring forward entries for items like unused losses from the previous year. Then click [OK]