To add a Minor or Excepted code at Item A1 in an individual client's tax return:
Log in to Tax.
Click the arrow to the left of the client's name.
Click the pencil icon on the right-hand side of the I Form row.
In the Edit Tax Form Details window, located next to the Resident box is a drop down option to change to Excepted or Minor.
Make the appropriate selection, then click Save.
Return to Item A1 in the tax return to review the prefilled code.
Note: The code will appear when Eligible or Excepted income is entered at A1.
