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Access Tax - Minor Action code at Item A1 in Access Tax

Updated this week

To add a Minor or Excepted code at Item A1 in an individual client's tax return:

  1. Log in to Tax.

  2. Click the arrow to the left of the client's name.

  3. Click the pencil icon on the right-hand side of the I Form row.

  4. In the Edit Tax Form Details window, located next to the Resident box is a drop down option to change to Excepted or Minor.

  5. Make the appropriate selection, then click Save.

  6. 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.

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