Create a tax return

  1. Click hamburger.png and select Onvio Tax.
  2. Click on Projects then click Add.PNG
  3. You may add a project to a new or existing client, use this link for instructions.
  4. Select or update the values for the mandatory fields marked with asterisk *
    1. Project Template
    2. Client
    3. Contact
    4. Project Name
    5. Application
    6. Tax Year
    7. Client Due Date
  5. Tax Agent may be picked so when you create a tax return, the Tax agent declaration will use this information in the tax return
  6. Click Save_Open.PNG to begin preparing your return.