Start a new tax year
When the new tax year starts, the system starts calculating CGT figures for the new tax year automatically. For the correct calculation, make sure that the customer's CGT information is valid:
Carried forward loss is automatically set to "0" on the first day of the tax year. Enter the correct amount.
Enter a new Yearly income figure for the upcoming tax year (you can do this before the tax year starts).
Update Personal limit if needed.
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