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Newly created returns

The following information will be pre-filled into a newly created return from:

  • the Name and Address and date of birth details as in Return Properties, and

  • the Agent's details as contained in the record of the Agent selected in the Return Properties > Staff tab. If there is no Agent selected in the Staff tab, then the details will default from the Control Record.

Name and address details will roll over from year to year.

In Accountants Enterprise, depending on the defaults set for the Practice, or another Agent of the practice, names and addresses may be edited on the return.

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