Portal Records

Portal Records

Basic Forms

• Tax Information Request Edit - Assumptions
• Tax Information Request Edit - Balance Sheet
• Tax Information Request Edit - Company Information
• Tax Information Request Edit - Other Items
• Tax Information Request Edit - Profit and Loss
• Tax Information Request Edit - Summary
• Funds Tax Information Request Edit

Basic Form Metadata

• tt_antihybridmismatchrulesdetails
• tt_controlledforeigncompanies
• tt_controlledforeigncompaniesstatus
• tt_electricitygeneratorlevyegl
• tt_electricitygeneratorlevyeglstatus
• tt_groupstructure
• tt_portfolioinvestmentincome
• tt_portfolioinvestmentincomestatus
• tt_transferpricingprofitfragmentation
• tt_transferpricingprofitfragmentationstatus
• tt_transferpricingsmeexemptiondetails
• tt_assumptionsconfirmation
• tt_capitalexpenditureinprofitandloss
• tt_capitalgrants
• tt_changestopriorperiodoropeningreserves
• tt_finesorpenalties
• tt_hmrcinterestpaidreceived
• tt_interestpaidreceived
• tt_irrecoverablevat
• tt_keymaninsurance
• tt_rechargedcosts
• tt_repairstointegralfeatures
• tt_subscriptions
• Metadata for each Status Field:
  • Control Style: Option Set as Horizontal Radio Button List
  • CSS Class: picklistHorizontalStatus

Content Snippets

• PracticeGateway/CustomText/CustomerName
• PracticeGateway/JS/CreateModal
• PracticeGateway/TIR/BalanceSheet/AssetsHeldUnderFinanceLeasesOrHirePurchase/InfoModal
• PracticeGateway/TIR/BalanceSheet/AssetsHeldUnderFinanceLeasesOrHirePurchase/Response0Message
• PracticeGateway/TIR/BalanceSheet/AssetsHeldUnderFinanceLeasesOrHirePurchase/Response1Message
• PracticeGateway/TIR/BalanceSheet/FixedAssetDisposals/InfoModal
• PracticeGateway/TIR/BalanceSheet/IntangibleFixedAssets/InfoModal
• PracticeGateway/TIR/BalanceSheet/IntangibleFixedAssets/Response0Message
• PracticeGateway/TIR/BalanceSheet/IntangibleFixedAssets/Response1Message
• PracticeGateway/TIR/CompanyInformation/GroupStructure/Details
• PracticeGateway/TIR/CompanyInformation/GroupStructure/Info
• PracticeGateway/TIR/CompanyInformation/GroupStructure/Question
• PracticeGateway/TIR/CompanyInformation/GroupStructure/Response0Popup
• PracticeGateway/TIR/CompanyInformation/DOTAS/Details
• PracticeGateway/TIR/CompanyInformation/DOTAS/InfoModal
• PracticeGateway/TIR/CompanyInformation/DOTAS/Question
• PracticeGateway/TIR/CompanyInformation/DOTAS/Response0Message
• PracticeGateway/TIR/CompanyInformation/DOTAS/Response1Message
• PracticeGateway/TIR/CompanyInformation/TrialBalanceAndAccounts/Response0
• PracticeGateway/TIR/OtherItems/AntiHybridMismatchRules/InfoModal
• PracticeGateway/TIR/OtherItems/AntiHybridMismatchRules/Response1Message
• PracticeGateway/TIR/OtherItems/TransferPricingSMEExemption/InfoModal
• PracticeGateway/TIR/OtherItems/TransferPricingSMEExemption/Details
• PracticeGateway/TIR/OtherItems/AntiHybridMismatchRules/Details
• PracticeGateway/TIR/OtherItems/ControlledForeignCompanies/InfoModal
• PracticeGateway/TIR/OtherItems/ControlledForeignCompanies/Question
• PracticeGateway/TIR/OtherItems/ControlledForeignCompanies/Response0Message
• PracticeGateway/TIR/OtherItems/ControlledForeignCompanies/Response1Message
• PracticeGateway/TIR/OtherItems/CorporateInterestRestriction/Response1Message
• PracticeGateway/TIR/OtherItems/Patents/Response1Label
• PracticeGateway/TIR/OtherItems/Patents/Response2Label
• PracticeGateway/TIR/OtherItems/Patents/Response1Message
• PracticeGateway/TIR/OtherItems/Patents/Response2Message
• PracticeGateway/TIR/OtherItems/ResearchAndDevelopment/InfoModal
• PracticeGateway/TIR/OtherItems/ResearchAndDevelopment/Response1Label
• PracticeGateway/TIR/OtherItems/ResearchAndDevelopment/Response2Label
• PracticeGateway/TIR/OtherItems/ResearchAndDevelopment/Response1Message
• PracticeGateway/TIR/OtherItems/ResearchAndDevelopment/Response2Message
• PracticeGateway/TIR/OtherItems/TransferPricingProfitFrag/InfoModal
• PracticeGateway/TIR/OtherItems/TransferPricingProfitFrag/Question
• PracticeGateway/TIR/OtherItems/TransferPricingProfitFrag/Response0Message
• PracticeGateway/TIR/OtherItems/TransferPricingProfitFrag/Response1Message
• PracticeGateway/TIR/ProfitAndLoss/CharitableDonations/InfoModal
• PracticeGateway/TIR/ProfitAndLoss/ConnectedPartyBadDebts/InfoModal
• PracticeGateway/TIR/ProfitAndLoss/ConnectedPartyBadDebts/Response1Message
• PracticeGateway/TIR/ProfitAndLoss/EmploymentRelatedSecurityReporting/Question
• PracticeGateway/TIR/ProfitAndLoss/EmploymentRelatedShareAcquisitions/InfoModal
• PracticeGateway/TIR/ProfitAndLoss/EmploymentRelatedShareAcquisitions/Response1Message
• PracticeGateway/TIR/ProfitAndLoss/LegalProfessionalAndConsultancyFees/Response1Message
• PracticeGateway/TIR/ProfitAndLoss/OverseasIncomeAndWithholdingTax/Response1Message
• PracticeGateway/TIR/Start/BodyText
• PracticeGateway/TIR/Assumptions/CapitalExpenditureInProfitAndLoss/Question
• PracticeGateway/TIR/Assumptions/CapitalGrants/Question
• PracticeGateway/TIR/Assumptions/ChangesToPriorPeriod/Question
• PracticeGateway/TIR/Assumptions/FinesOrPenalties/Question
• PracticeGateway/TIR/Assumptions/HMRCInterestPaidReceived/Question
• PracticeGateway/TIR/Assumptions/InterestPaidReceived/Question
• PracticeGateway/TIR/Assumptions/IrrecoverableVAT/Question
• PracticeGateway/TIR/Assumptions/KeymanInsurance/Question
• PracticeGateway/TIR/Assumptions/RechargedCosts/Question
• PracticeGateway/TIR/Assumptions/RepairsToIntegralFeatures/Question
• PracticeGateway/TIR/Assumptions/Subscriptions/Question

Lists

• Tax Information Requests List

Page Templates

• Tax Information Request Details - Assumptions
• Tax Information Request Details - Balance Sheet
• Tax Information Request Details - Company Information
• Tax Information Request Details - Other Items
• Tax Information Request Details - Profit and Loss
• Tax Information Request Details - Start
• Tax Information Request Details - Summary
• Funds Tax Information Request
• Provide Information

Site Markers

• Tax Information Request Details - Assumptions
• Tax Information Request Details - Balance Sheet
• Tax Information Request Details - Company Information
• Tax Information Request Details - Other Items
• Tax Information Request Details - Profit and Loss
• Tax Information Request Details - Start
• Tax Information Request Details - Summary

Web Pages

• Tax Information Request Details - Assumptions
• Tax Information Request Details - Balance Sheet
• Tax Information Request Details - Company Information
• Tax Information Request Details - Other Items
• Tax Information Request Details - Profit and Loss
• Tax Information Request Details - Start
• Tax Information Request Details - Summary
• Funds Tax Information Request
• Provide Information

Web Roles

• Business Tax User - Data Approver
• Business Tax User - Data Provider
• Business Tax User - Read Only
• Funds Contact

Web Templates

• Tax Information Request Details - Assumptions
• Tax Information Request Details - Balance Sheet
• Tax Information Request Details - Configuration
• Tax Information Request Details - Company Information
• Tax Information Request Details - FetchXML
• Tax Information Request Details - Other Items
• Tax Information Request Details - Profit and Loss
• Tax Information Request Details - Start
• Tax Information Request Details - Summary
• Tax Information Request Details
• Funds Tax Information Request
• Funds Tax Information Request - Capital Accounts
• Funds Tax Information Request - Configure Layout
• Funds Tax Information Request - Configure Navigation
• Funds Tax Information Request - Define Functions
• Funds Tax Information Request - Fetchxml
• Funds Tax Information Request - Financials
• Funds Tax Information Request - Fixed Assets
• Funds Tax Information Request - Fund Documentation
• Funds Tax Information Request - Fund Formation Costs
• Funds Tax Information Request - Initial Fund Documentation
• Funds Tax Information Request - Investment Details
• Funds Tax Information Request - PFIC Testing
• Funds Tax Information Request - Prior Year Tax Information
• Funds Tax Information Request - Start
• Funds Tax Information Request - States
• Funds Tax Information Request - Subsidiaries
• Funds Tax Information Request - Summary
• Funds Tax Information Request - Taxes Paid
• Funds Tax Information Request - US Activities
• Layout - Provide Information
• Provide Information
• Provide Information - Fund
• Provide Information - UK Tax
• Provide Information - US Tax

Table Permissions

• Document Locations for Funds Tax Information Request
• Funds Tax Information Request

Web Page Access Control Rule

• Funds – Tax Information Request – Logged In Users Only
• Provide Information – Logged in Contacts

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