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“Accountancy Portal” Solution

Processes

  • Set TIR fields on Create

Apps

  • Practice Gateway

Environment Variables

  • Flow URL - Duplicate Tax Information Request

Tables

Contact

  • Views:
    • Client Type is Corporate
    • List
      • Business Rules:
        • Cover Message visibility
        • Document Approval Settings visibility
        • Duplicate TIR visibility
        • Service Line is Business Tax
      • Columns:
        • Duplicate Now
        • Duplicate Tax Information Request
        • Service Line
        • Tax Information Request
      • Forms:
        • Main
          • Cross-Border Royalties
            • Columns:
              • Type of Royalty
            • Forms:
              • Admin
              • Information
            • Views:
              • Portal associated view
    • Tax Information Request
      • Columns:
        • Assumptions Confirmation
        • Assumptions Notes
        • Assumptions User Notes
        • Accrued remuneration User Notes
        • Anti-hybrid mismatch rules Details
        • Anti-hybrid mismatch rules User Notes
        • Assets held under finance leases... User Notes
        • Capital expenditure in profit and loss User Notes
        • Capital grants User Notes
        • Changes to prior period or opening... User Notes
        • Charitable donations User Notes
        • Close companies and loans to participators Notes
        • Close companies and loans to... User Notes
        • Close companies and loans... - Sub A User Notes
        • Close companies and loans... - Sub C User Notes
        • Connected party bad debts User Notes
        • Controlled foreign companies
        • Controlled foreign companies Status
        • Controlled foreign companies User Notes
        • Corporate interest restriction User Notes
        • Cross-border royalties User Notes
        • Disclosure of Tax Avoidance Schemes User Notes
        • Electricity generator levy (EGL)
        • Electricity generator levy (EGL) Status
        • Electricity generator levy (EGL) User Notes
        • Employment related security reporting User Notes
        • Employment related share acquisitions User Notes
        • Entertaining User Notes
        • Fines or penalties User Notes
        • Fixed asset additions User Notes
        • Fixed asset disposals User Notes
        • Fixed asset investments User Notes
        • Gifts User Notes
        • Group structure User Notes
        • HMRC interest paid/received User Notes
        • Intangible fixed assets User Notes
        • Interest paid/received User Notes
        • Irrecoverable VAT User Notes
        • Keyman insurance User Notes
        • Leased cars User Notes
        • Legal, professional and consultancy... User Notes
        • Other User Notes
        • Overseas income and withholding tax User Notes
        • Patents User Notes
        • Pensions User Notes
        • Portfolio investment income...
        • Portfolio investment income... Status
        • Portfolio investment income... User Notes
        • Provisions User Notes
        • Recharged costs User Notes
        • Repairs to integral features User Notes
        • Research and development (R&D)
        • Research and development (R&D) User Notes
        • Round sum provisions User Notes
        • Status Reason
        • Subscriptions User Notes
        • Sundry expenses and other P&L items User Notes
        • Tax accounts User Notes
        • Transfer pricing User Notes
        • Transfer pricing profit fragmentation
        • Transfer pricing profit fragmentation Status
        • Transfer pricing profit fragmentation User Notes
        • Transfer Pricing SME exemption Details
        • Transfer pricing SME exemption User Notes
        • Trial balance and accounts User Notes
      • Forms:
        • Admin
        • Information
        • Portal
      • Views:
        • Connection Business Tax - Tax Information Requests

Funds Tax Information Request

  • Columns:
    • Contact
    • Completed On
    • Funds TIR Template
    • Grouping StatementNumber – Not Applicable
    • Grouping StatementNumber – Notes
    • Grouping StatementNumber – Status
  • Forms:
    • Main Form
    • Portal Form

Choices

  • Yes, No, N/A
  • Funds Tax Information Request Status

Reports

  • Tax Information Request Summary