How to Change from Detailed Report to Consolidated Report

This  explains how to change a tax return from a Detailed  Report to a Consolidated Report. As the system does not allow you to switch the report type on an existing return, this change can only be made by deleting the current return and creating a new one, This process should be followed whenever a client's return was originally set up as an Detailed report  but is later found to require consolidated reporting instead.  

Step 1: Navigate to the MTD IT module and open the relevant client's record.

You will now see the existing tax return listed, with the option to delete it from the Actions column.

Please Note:

As part of switching to a consolidated return, the existing individual return will need to be deleted and a new one created.

Step 2: Create the Consolidated Return

Once the existing return has been deleted, click Add Tax Return to start a new one for the client.

Complete Consolidated Reporting Setup

• Select the relevant Self Employment, UK Property and Foreign Property sources for the client
• Tick the Consolidated Reporting checkbox against each source
• Click Save to confirm

Once saved, the client's return will now show as a Consolidated Return.