Overview
When producing an IHT400 form (either from menu option IHT & Other Tax Forms, or Estate Details - Edit, Forms tab) Troika will run using the complete IHT400 template, which includes one of each and every IHT form, which makes up the 400. This is to ensure the forms can 'talk' to each other, within the one pdf file, and information can be exchanged between them.
The entire IHT400 pdf document will open on all estates - even those just requiring just a couple of the forms. There is no functionality to just open a bit of the pdf (the relevant bit).
For some estates though, more than one of the IHT forms may be required.
Additional Forms
For the following IHT forms, if additional forms are required, based on the information entered within Load Data, these additional forms will be created automatically, when generating the IHT400 form from either meu option IHT & Other Tax Forms, or Estate Details - Edit, Forms tab:
- IHT402
- IHT409
- IHT413
- IHT414
- IHT415
- IHT416
- IHT418
- IHT423
- IHT430
Users must note though, that from this point, there is no longer just one entire pdf file, where all schedules can 'talk' to each other and exchange information. This is now broken, as there is one IHT400_Integrated.pdf and additional pdf file.
Check the total information filtering through to the main IHT400 form is correct, and uses information from both the initial form within the IHT400 template and any additional form.
Make any necessary amendment required.
Save on exiting.