Spouse details Pre-fill using Related Ref Details
The Client Details window has a Related Ref field where you need to select the reference of the clients spouse.
2. Open the clients individual tax return and in the Spouse details-married or de facto enter Y in Use related ref details.
3. Click OK.
4. Fill in Did you have a spouse for the full year.
5. In This information relates to your spouse income section enter Y in Pre-fill using related ref return details.
Notes:
It is important that you always check to see that the spouse's individual tax return has been completed and that the details shown here are correct.
You will need to manually enter in IT8 (if you have no dependent children a 0 needs to be entered)
If the spouse client details doesn't exist in your database, in the tax return you can press Goto and then go to : A6 Spouse Details
