Group evidence references and preparation steps by jurisdiction and tax period, then download a reviewed pack.
Choose the jurisdiction and period#
Open Personal Tax Records in your personal workspace. Enter the jurisdiction and the dates you want to organise. Use the dates that apply to your own preparation and make a separate pack for another period.
In Create a preparation pack, choose a Reference country to fill in the jurisdiction name, or use Custom jurisdiction. Edit the name and enter your own Period start and Period end. The reference choice leaves the workspace country and existing packs unchanged.
The pack is a private organiser. Refer to your tax authority or adviser for filing requirements, eligibility and the documents to keep.
Tag evidence and check preparation steps#
Add evidence with its date in the chosen period, a category and an optional reference to the original record. If entering an amount, provide its original currency. Keep source receipts and identifiers in your own secure storage.
When the pack uses a listed reference country as its jurisdiction, Recorded currency shows a local currency example. Enter the currency shown on the original evidence.
Add checklist entries for documents to collect or questions to review. Mark an entry ready or reopen it. To replace incorrect evidence, exclude it with a reason and enter a new record. The original remains visible in the recent correction history.
Download a reviewed preparation pack#
Review the current entries and confirm the download. The JSON file contains the jurisdiction, dates, titles, statuses, document references and recorded amounts for the current entries. It excludes corrected entries and contains no document files.
The downloaded copy is for your own preparation or deliberate sharing with an adviser. Keep it private. Archive finished packs or restore them for further preparation.
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.