Sage Personal and Business Tax course

1 day course : £650 per day onsite*

About this course:

This one day course has been designed to provide the user with a comprehensive understanding of Sage Personal Tax and Business Tax. The objective of the course is to demonstrate how to use the product in the most efficient way to manage your clients’ tax affairs and file their tax return.

Course contents include:

  • Setting up a client including main details and the event log

  • Posting personal tax data:

    • Employment income

    • Bank and Building Society interest

    • Income from property

    • Dividends

    • Capital Gains

    • Pension premiums

    • Payments on account

  • Generating a Tax Return

  • Review of tax calculations

  • Filing a Tax Return online

  • Setting up a client in Business Tax

    • Importing accounts information

    • Posting adjustments - add-backs and deductions

    • Capital Allowances

    • Review of tax calculations

    • Posting of information to Personal Tax

  • Generating a Partnership Tax Return within Business Tax

  • ... plus a lot more

As with all our courses, either Giles or Andrew will contact you prior to the course to ensure that the course is tailored to meet the specific requirements of your practice.

For further information please contact us.

* For up to a maximum of six delegates with courses scheduled to start at 9.30am and finish at 4.30pm. All courses will be invoiced and payable in advance