Step 1: Access the Returns Dashboard
Navigate to the Reports tab and select ‘Income Tax Returns’.
Segmented Views: If you are required to submit multiple return types (e.g., Trading and UK Property), these will be displayed in separate tabs at the top of the screen.
History: All previously submitted or drafted returns for the selected type will be listed here for your records.
Step 2: Add a New Return
Click the ‘Add New IT Return’ button to begin.
Category Warning: If you have not fully configured your Income and Expense categories, a warning message will appear. While this does not strictly block you from proceeding, we highly recommend selecting ‘Review Categories’ to ensure your categories are mapped correctly before continuing.
If there is information needing to be entered, such as a missing National Insurance number, then this will need to be entered before you can create a return.
Selecting Your Period: Select the relevant Tax Year and Quarter.
Step 3: Calculate and Review
Once the return is created, click the Yellow Pencil Icon to open the draft.
At the top of the return, you will see a summary including the Period Dates, Status, and Submission Deadline.
Run Calculations: Click the ‘Calculate’ button. The return will automatically pull all transactions from that period based on your category mappings and calculation basis.
Verify Figures: Review the Income and Expense columns. For Trading returns, ensure your Disallowable Expenses are showing correctly in their dedicated column.
Audit Your Data: You can click on any amount to drill down to the transaction level. This allows you to see exactly which entries make up the total, ensuring every penny is accounted for before it is sent to HMRC.
Step 4: Submission
After verifying the figures, follow the on-screen prompts to authorise the digital link with HMRC and submit your update.
Granting Authority and Submitting information
Click 'Submit'.
It will prompt you to grant authority with HMRC to authorise the software to make your quarterly returns. Ensure you're logging in with the correct government gateway credentials for your Income Tax.
Once authorised, you will return to the quarterly submission.Click 'Submit' again. There will be an orange banner informing you to verify - an email will have been sent to the email address of the user who is logged in to do the submission.
It will be sent from 'do_not_reply@telusagcg.com' with a title 'Verify your account to continue on TELUS Farm Accounting'.
Click to 'Verify account'.
Note this may go to your Junk folder.
Click 'Submit' again.
Trading Returns only - Verify Business Details.
If you have more than one sole trader business, you will see these presented to you - select the one you are submitting for.
Sync Account Periods and Basis. If your settings withing TELUS Farm Accounting differ to what was setup at HMRC, you will need to amend either your settings or HMRC's records.
The button can be selected to:
Sync to HMRC - Update HMRC's settings with the settings held in TELUS Farm Accounting
Sync From HMRC - Update your company settings within TELUS Farm Accounting with HMRC's setting
If changes are made, it will again return you to the quarterly submission and prompt you to re-calculate the return based on your new settings.
The final submission screen - confirm the submission.
You will be returned to the main overview screen, where you will see your submitted return.
Drill in to the submitted return to view the submission receipt and print a report with the submission receipt and submitted information.
Note If you are drilling into the report in a separate user session, you will need to verify details from a new email to view the receipt and submitted figures.
Important: The Year-End Requirement
TELUS Farm Accounting is designed to manage your four mandatory quarterly updates.
Please remember that these updates do not replace your final tax obligations. You will still need to work with your accountant or alternative software to complete the Final Declaration, due by 31 January following the end of the tax year.