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Demographics

Detailed below is an IT12 tax return screen which is in fact in edit mode as indicated by the yellow fields.  This means that every field in yellow can be edited.  It is very important that the user has a very good understanding on how the demographics work before tax returns are filed.
 
The SKY system has demographic data in essentially two different places.  There are the demographics in the client Masterfile which will keep all details of addresses, telephone numbers and even the bank account details.  There is also another area which displays demographics as part of each tax return which is shown below. When a retrieval process is done this demographic data is downloaded into the actual tax return as shown below. The data that comes down into the tax return does not affect or change the Master client file in any way.
 
Prior to e-Filing the tax return the onus is on the Tax Practitioner to ensure that the demographics on the tax return page before e-Filing is updated correctly.
 
If there are some problems with the data in other words one of the telephone numbers are wrong or one of the e-mails are wrong it is best to go and modify the Masterfile because any changes that are made to the demographics of the tax return does not pull through to the Masterfile so you would find yourself in the same position in the following year with missing or wrong data.
 
 
Where the demographics are downloaded and the download data differs from the master file the descriptions will indicate in red.
 
 
Click here for more on demographics Understanding Demographics.
Click here for more on demographics How to check your demographics v