To create the Client Update forms, first ensure the Client Update form type has been added in the Process Engine Console using the following steps:
Open Process Engine Console and select Process Range.
If the mentioned form type is not available, right click on the screen and click on Create New Range.
Select Client Update and click Ok.
To Create the Client update forms:
Select Client Update as the Return Type and then selecting the Sub Form.
If you are required to lodge prior year CU forms and they do not appear in Tax Manager, follow the steps below:
Create a Client Update form in Tax Manager with current year matter.
Open the form, go to Return Details and select Notification Type. This will allow the previous years to be selected as required.
