This process allows you to link related clients and automatically prefill spouse information in the tax return.
Link related clients
Complete the related client relationship before completing spouse details.
Open the taxpayer's client record.
Select Edit Client Details.
Complete the Related Client field by selecting the related client.
Save the changes.
When you save the client record, Access Tax automatically updates the related client with the corresponding related client reference code.
Prefill spouse details in the tax return
Once the related client relationship has been established:
Open the taxpayer's return.
Go to the I form.
Complete the spouse details section.
Set the Use related ref details? field to automatically populate the spouse's details from the related client record.
If this field is completed, answer Yes to Pre-fill using related ref return details?.
Access Tax automatically populates the spouse tax return details using information from the related client's return.