COM61081 - CT online services: COTAX view L and P: view all APs (Action Guide)


To see all accounting periods (APs) (other than dormant (Word 28KB)) periods in COTAX View L & P, consider steps 1 - 7 below. The guide is presented as follows


To open COTAX View L & P

Step 1

To view a company record

Steps 2 - 3

To view all APs

Steps 4 - 7


To open COTAX View L & P

1.

Select the ‘COTAX View L & P’ icon in the ‘companies’ folder in the ‘My Services’ tab in ‘My Workplace’. Internet Explorer will be opened, and you will be presented with the Select Company screen

Top of page

To view a company record

2.

Enter the 10 digit company UTR in the Company UTR field

3.

Select the [Go] button. You will be presented with the Your Balance (Word 28KB) summary screen

Top of page

To view all APs

4.

Select the ‘Accounting Period’ heading on the left hand menu in the Internet Explorer window

5.

You will be presented with an expandable list of all of the company’s COTAX APs which are

 

  • Live

 

Or

 

  • Superseded, with a recorded monetary transaction

6.

Select the downward pointing arrow to the right of the ‘period ending’ box

7.

Select the AP for which you wish to view further information and select the [Go] button