Add tax project

Each tax project created for a client represents a single tax year. A tax project is created as follows:

  1. Click on the application menu  and select Onvio Centre.
  2. Click on the Projects tab and click Add.
  3. Select the appropriate Project Template for your tax requirements from the drop-down list.
  4. Select the appropriate Client from the drop-down list.
  5. Select Tax (UK) from the Application drop-down list and select the appropriate Tax Year.
  6. Complete any other fields as required and click Save
  7. The new project now appears in the Projects list and is identifiable as a UK tax project by its icon 
  8. Click on the icon to return to Onvio Tax from where you can add tax year data.

Subsequent tax year projects can be created from within Onvio Tax by clicking on the recurrence icon  next to the current tax year project. 

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