Get Tax Pack Function Guide Spring12.doc

This guide provides a comprehensive, step-by-step method for filling out the Tax Pack Function Guide Spring12.doc online. It is designed to assist users of all experience levels in navigating the form and completing it accurately.

Follow the steps to complete the Tax Pack Function Guide online

1. Click the ‘Get Form’ button to obtain the form and open it in the appropriate editor.
2. Review the introduction section of the document which explains the purpose of the Tax Pack Function and this guide.
3. Navigate to Chapter 2, where you will find information on creating a Tax Pack. Follow the configuration settings described regarding email settings and file locations.
4. Set up the recipient details as required before exporting company data to the Tax Pack. Ensure that the recipient’s email address is entered.
5. Select the data for export based on the categories available: Non-trade and Other statements, Trade statements, and Accounts Analysis statements.
6. After selecting the necessary data, use the Create button to generate the Tax Pack in the defined location, such as C:\TCSLData.
7. Review the Tax Pack by clicking the View button to ensure all entered information is correct.
8. Customize the Tax Pack if necessary, by utilizing the Tools button and employing features like adding text boxes or exporting/importing comments.
9. Once the review and customization are complete, save the Tax Pack using the Excel File Save menu command.
10. Finally, email the Tax Pack to the recipient using the Email button, ensuring that the attached Tax Pack help file is included with your email.

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