Tax Return Treatments
Note
To view the legacy version, please select Legacy User Guide.
Tax return treatments refer to the various ways you can handle and report your taxes. Here are some key aspects:
Self-Assessment: This is a system used by HM Revenue and Customs (HMRC) to collect Income Tax. Taxpayers must complete a tax return each year if they have income that isn’t taxed at source.
Claiming Refunds: If you’ve paid too much tax, you can claim a refund. This might happen if you had multiple jobs, changed jobs, or had other income adjustments.
Correcting Returns: You can correct a tax return within 12 months of the self-assessment deadline if you realise you’ve made a mistake.
Uncertain Tax Treatments: For large businesses, there are specific rules for reporting uncertain tax treatments. This applies to Corporation Tax, Income Tax, PAYE, and VAT returns.
How to view Tax Return Treatments
Viewing Tax Return Treatments
As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Tax return treatments from the Tax folder or enter Tax return treatments in the Search option.
This will then show the Tax Return Treatments on the system where normal customisation of Sets can be used.
Tip
To modify the columns displayed, select 
option on the right of the column display, then tick/untick the information you want to hide or display.
Updated August 2026