Contents

 

To access the Help Files please select one of the following options:

 

From the Main Menu – select [HELP] and then select [Using Personal Tax Manager]

 

or

 

From within Personal Tax Manager or Partnership Tax – select the [HELP] tab and then select [User Manual].

 

Any item shown in a help sheet in blue type is a ‘hypertext link’ to detailed information on that item. Click on the blue type to open the linked information screen.

 

Click on one of the following headings to navigate through the User Manual.

 

·        The Main Menu

·        Registration and Upgrades

·        Tax Adviser Details

·        Selecting a Tax Year

·        Import

·        Backup and Restore

·        Exporting to CSV

·        Processing a Tax Return

·        Calculating Tax

·        Printing Reports

·        PDF Attachments

·        Filing by Internet (FBI)

·        Other Useful Information

·        Contact Us