Tracking income tax returns (ITR)
Record each customer's ITR by assessment year and follow it to filing.
- Open Tax Returns and click New Tax Return.
- Choose the Customer, the Financial Year and the Assessment Year, and the Type of return.
- Set the Due Date and save. The return starts as Pending.
- When it is filed, edit it and mark it Filed.
The list shows Overdue returns first when you sort by due date.
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