How do I fetch obligations for a different tax year, business, period type, or tax basis?

You can fetch returns for different tax years and businesses by selecting the required Tax Year and Business each time you fetch obligations from HMRC. Your default Period Type is set by HMRC, but you can switch between the Standard and Calendar period types while fetching obligations. You can also change the Tax Basis if required. Here’s how:

Go to Filing & Compliance on the left sidebar and select Income Tax.
Click + Fetch Obligations from HMRC.
In the Fetch Obligations from HMRC pop-up, select the required Tax Year, Business, Period Type and Tax Basis.
Click Fetch Obligation.

The returns for the selected tax year and business will be fetched and displayed under the To be Filed tab. To fetch returns for other tax years or businesses, repeat the same steps with a different Tax Year or Business selection.

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