Generate a quarterly tax return

Verity Stanford-Tuck
Verity Stanford-Tuck
  • Updated

Follow the steps below to generate a Quarterly Tax Return in Jupix.

From the Reports option select HMRC Reports

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Click on View Quarterly Tax Returns.

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You can now select the Quarter you wish to report on, then Generate.

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If the Quarter you want to generate the report for not showing in the list, you will need to go through the process of Paying Overseas Tax for a Quarter before the report can be generated.

If you have a Quarter where no Overseas Tax has been withheld, you still need to go through the process of Paying Overseas Tax (£0.00) to allow the system to progress to the next Quarter.