System

Abacus Enterprise Workflow

Personal Tax

PRT

Authorised Investment Fund

Corporation Tax

Group Module

Investment Trust

Life

Hotline

Pack development

P11D

Partnership Tax

Partnership Gains

Tracker

Administrator

Irish Corporation Tax

Abacus+

Hong Kong Profits Tax

Abacus Enterprise Workflow

Abacus+ v2

PCS Client Manager

VAT

System Lite

Corporation Tax Lite

Workflow Link Wizard (only available with the Workflow module)

The Link Wizard will be displayed when a new computation is created, a new period of a computation that is not linked to Workflow is built or when a user decides to link an unlinked computation using the menu option Workflow > Link Computation.

The first page of the wizard provides the user with summary information and allows the user to turn the information page off for subsequent use of the wizard by checking the Don?t show this page again box.

The second page allows the user to link the computation to the specific Workflow entity the computation corresponds to. Initially, the Entity box will be populated with the name entered for the computation and the Period of Account will be set to the period start and end of the computation. The wizard searches Workflow and the grid at the bottom of the page displays a list of exact matches. If the Workflow entity name differs to the name of the computation the user can change the name in the Entity box and click Search to find the correct entity. The user may click on the UnavailableClose Matches tab to see a list of entities found by the wizard that could be the entity the user is looking for but are unavailable to link to.

Once the correct entity has been selected and if the computation has never been saved, the user will be prompted to enter the location of where the computation should be saved. The Browse? button may be used to navigate to the desired folder.

The final screen is the confirmation screen. If the user clicks Finish the computation will be saved and linked to the selected entity.