***AUTOMATED INCOME TAX RETURN README***
2. NAVIGATION
3. FORMATTING
4. CALCULATIONS
*** You will need the most recent update of Adobe in
order for this form to function properly.
1.1 Adobe Reader 7.0.8
available @ http://www.adobe.com/products/acrobat/readstep2.html
(free download)
This version allows you to fill out and print, but not
save the information
1.2 Adobe Acrobat Professional 7/8
Available for purchase from Adobe.
30 day trial version available for download @:
http://www.adobe.com/products/acrobatpro/tryout.html
This version allows you to fill
out and print and also save your form. Note however, you must save as a dynamic
and not static pdf, so that calculations stored in the form work as required.
You also are able to fill out your form and export the data entered into xml
format, as well as import xml data of other forms previously filled out.
2.1 To move through form using only keyboard
use the tab Key to move forward, and shift + tab to move backwards.
2.2 To move through form using your mouse, simply click in the
field you wish to change.
2.3 To move along pages, use the navigations
found in Adobe, or the relevant buttons for navigation found on relevant pages.
2.4 Auto tabbing exists for single spaced
cells e.g. for tax account number. This allows you to type out the full entry
without having to tab to each single character cell.
3.1 All fields are capitalized regardless of case entered.
3.2 Cells entered are highlighted on entry, and returned to
original format on exit.
3.3 Where dates are to be supplied, ie page 2, section 2, schedule A,
clicking in the date field will produce a calendar control, to pick the date
required from. Otherwise date can be typed in, in the format requested on the form.
3.4
Totals outside of section 4 are
rounded off to the nearest dollar.
4.1 Some calculated fields are read only.
4.2 Totals are calculated and read only.
4.3 Dependent allowances are set values, and these are
automatically entered on the form as long as a name is supplied for the
dependent.
4.4 Where maximum values allowed to be
claimed exist, the user will not be allowed to enter amounts greater than the
maximum. Values will be reset to given maximum. (see
return guide)
4.5 On
Page 2, Section 2, Schedule B – Approved Pension Fund Contributions:
Entering the cell, using mouse or
keyboard, alerts the user that they must pick their Pension Fund, from the list
of Pension Funds approved by the department. Either 50% or full amount is
allowed depending on the Pension Fund. After entry a button will become
visible, which when clicked will allow you to change the Pension fund if u made
a mistake
4.6 On
Page 3, Section 3 – Calculation of Net Income: Enter amounts for Income
earned/lost.
4.7 On
Page 3, Section 4 – Tax Calculation
–Personal Allowance Claim is set
when the year for the return is picked on the first page.
– all fields
are calculated except late Filing penalty, which you will have to add if you’re
filling out your return late (5% of tax
to be paid)
On Page 3, Section 4 – Payments and Credits
Lines 130 – 133 are to be
entered by you while lines 134 – 136 are automatically calculated. If you are enclosing an amount for payment to
the department, enter this value on line 137
4.8 On Page 4, Section 5
Deselecting the Checkboxes
clears values entered for Branch, A/C #, Name of Bank and Name of Account.