Use this article to troubleshoot incorrect totals when you view, edit or export a tax form. These checks help you resolve common causes such as mismatched worksheet titles, incorrect transfer codes and totals that have not refreshed.
Check that worksheet titles match
Make sure the title in the source worksheet matches the title in the destination worksheet. The titles must be identical for the transfer to work correctly.
Check that the correct transfer code is used
Confirm that you have selected the correct Transfer to code when you set up the transfer. Using the wrong code stops the totals from passing through to the tax form.
Fix totals that still appear incorrect
Use the steps below when the worksheets show the correct figures but the totals in Access Tax are not updating.
Check the total amounts claimed fields
Review the total amounts claimed fields to confirm they are showing the correct values.
Re‑enter the percentage amount, such as the business percentage.
Save the form to refresh the totals.
Re-enter the transfer details
Remove the Transfer to code.
Re-enter the Transfer to code along with the title or name field.
Save the form to refresh the mapping.
Remove and recreate the form
Remove the form from the return.
Recreate the form and re-enter the data.
Save the return to reset any underlying mapping issues.