If the totals in Tax are not displaying as expected when you view, edit or export the tax form, work through the checks below. These steps help resolve common case drivers such as mismatched worksheet titles, incorrect transfer codes and totals not refreshing.
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 to code is used
Confirm that you have selected the correct Transfer to code when completing the transfer. If the wrong code is used, the totals may not pass through to the tax form.
If the worksheets show the correct figure, but the totals in Tax are still incorrect:
Check total amounts claimed fields
Confirm that the total amounts claimed fields are showing the correct values. You may need to re-enter the percentage amount, for example, the Business percentage, then save the form to refresh the totals.
Re-enter the transfer details
Remove and re-enter the Transfer to code along with the title or name field. Save the form to apply the refresh.
Remove and recreate the form
If the issue continues, remove the form and re-enter the data. This can reset any underlying mapping issues.