WIDEN YOUR LINE OF SIGHT

Transcription

1 WIDEN YOUR LINE OF SIGHT Tolley Guidance Building your practice on The Front Line tolley.co.uk/guidance

2 A brief user guide Life as an accountant can be busy, that s why we ve made it easy for you to get to grips with Tolley Guidance with our quick tips below. If you do have some spare time and you re looking for something to read, flick through the more detailed user guide found overleaf to get the most out of our Tolley Guidance product. Tolley Guidance Quick Tips: Searching To search on Tolley Guidance you can either browse the topics or use the search box function. The key word search function is natural language, so as with the popular online search engines, you just type in a string of words that you are interested in. You can either search all the information sources or narrow it down by ticking the relevant information box, e.g, guidance or examples. Results (Search & Browse) Results can be accessed in two ways. Search results are split into the relevant content type so you can see a filtered set of results for each document type. Or if you have chosen to browse topics, once you have found the area that interests you, simply click the content type tabs across the top of the page to see those types of documents for your chosen topic. News & Analysis Each module has its own news pod where you can see all the relevant news articles for that particular area of tax. The headlines of the top three most relevant recent articles can be viewed at a glance, or you can click view more to see the full list of articles. New and amended content This pod contains a list of all the content that has recently been added or updated on Tolley Guidance. Further information on all updated can be found by clicking view more. To view bite-sized videos how works, visit tolley.co.uk/ tolleyguidance-help-videos

3 Logging in videos that demonstrate how works, visit tolleyguidancehelp-videos To login simply input your ID & password and click Sign in. For further information about TolleyGuidance, go to the New to TolleyGuidance section and click Find out more. 3 For further information about TolleyLibrary, go to the TolleyLibrary section and click Find out more. 4 If you have forgotten your password, simply enter your ID and press Submit. A new password will then be generated. 5 To check that you have the minimum hardware requirements needed to run TolleyGuidance, click View system requirements. 6 If you want your computer to remember your sign in information, check box and the next time you log in, you just need to put in your User ID and it will automatically remember the rest of your sign in information. Only enable this function if you are not on a shared computer. 7 For more information on how to use a secure connection for your session, login into the product as normal and then Help button.

4 Searching When you access the TolleyGuidance homepage, only the modules you subscribe to will appear on the screen. In this example, the user has access to all six modules of TolleyGuidance. The tab with the grey background is the one you are actively working in, so here we are in the Personal Tax module. 3 To move to another module simply relevant module name e.g. Value Added Tax. 4 The news-pod shows relevant news articles, the headlines of the three most recent articles can be viewed at a glance, or you can click View more to see the full list of articles. 5 To search on TolleyGuidance you can either browse the topics by clicking on the View all topics button or alternatively you can use the search box function. 6 This search is natural language, so as the popular online search engines just type a string of words that you are interested in. You can either search all the information sources or you can narrow your search down by ticking the relevant information box, e.g. guidance, and searching that way. 7 To search an individual content type relevant tab, e.g. guidance, fill in the document title you are searching for and the keyword you want to search under. 8 The New and Amended Content pod contains a list of all the content that has been recently added or updated on Tolley Guidance for that specific module. The headlines of the three most recent items can be viewed at a glance, or you can click View more to see the full list.

5 Search results Click on a new document to open it. When you left click the document opens in the same window. To open in a new window, right click and select new window. Click the content type tabs across the top to see a filtered set of results for that document type. 3 You can amend your search by changing the keywords in the search box and clicking search. Extended search results are available when searching by keyword. 4 If your chosen search area contains a lot of detailed content you may find it helpful to use the arrows to navigate through the result pages. 5 Click Copy link to this results list if you want to keep a copy of a particular link which you can then send to a colleague. 6 The Help button simply provides advice and additional information on using the search function. Browse results Once you have browsed the area that interests you, click the content type tabs across the top of the page to see a filtered set of results for each document type. When you have chosen the type of document you would like to access, e.g. guidance notes, note you are interested in and it will open in a new page.

6 Keyword Searching 3 To search for a specific keyword relevant tab, e.g. guidance, then fill in the keyword you are searching for. The search results will display the most relevant documents matching your keyword criteria 3 Underneath each document title, you will see relevant text and your keyword highlighted throughout, so you know which document is the correct one.

7 Guidance notes 3 4 On the guidance note itself, the links in blue are hyperlinks and lead throughout to relevant documents. To Print, , Download to Word or Copy the URL, simply appropriate icon and further instructions will appear. 3 To return to your original results page, click Return to results at top left hand side of the page. 4 By clicking on This document you can view where the document appears in the module.

8 Legislation 4 3 Use the Table of contents on the left hand side to navigate through the area of legislation that this extract appears in. To Print, , Download to Word or Copy the URL, simply appropriate icon and further instructions will appear. 3 Use the arrows at the top of the legislation to navigate to the previous or next search from the legislation if you want to see what appears around this search. 4 To return to your original results page, click Return to results at top left hand side of the page.

9 Flowcharts, letters and checklists Once you have found the document you are interested in, blue link to view document. To print the document, printer icon on the right hand side of the page, and then click the Print button. 3 To the document, envelope icon, you can then add up to 5 addresses and have the option to add a brief note to accompany the document, then simply click Send. 4 To download the document, choose whether you want to open the file or save the file, then save it onto your computer. If you wish to change the format of a file for example into word, simply click save and then specify the type of file you want it saved as, e.g. a word document. 5 To copy the URL, click the copy button to store the following link in your system clipboard. Then, in your own document, press Ctrl + V to paste your copied link. 6 To return to your original results page, click Return to results at top left hand side of the page.

10 HMRC guidance 3 Use the table of contents on the left hand side to navigate through the HMRC manual that this extract appears in. To Print, , or Download to Word, simply appropriate icon and further instructions will appear. 3 To return to your original results page, click Return to results at top left hand side of the page.

11 Administrative options Manage tax updates For each module link and manage tax updates and choose how often you would like to receive updates and which topics you are interested in, then click save. Send us feedback Let us know what you think about TolleyGuidance, simply link, fill in the Feedback form and click send. 3 Contact us This takes you through to our website, where you can contact us via phone or fill in an Information request form. 4 Change password To change your password, simply enter your current password and then choose a new password. If you have forgotten your password, enter some basic security information and a new password will be sent to your address 5 Accessing other services TolleyLibrary if you have a subscription to TolleyLibrary you can just link and get immediate access to TolleyLibrary without the need to re-enter your details. Tolley.co.uk this link automatically redirects you to our website.

12 The Front Line is where you stand face to face with HMRC and agree tax. It s not a place to be alone. Not a place to go to unprepared. As the UK s only provider of critical tax information, in-depth reference, ground-breaking training and learning resources and unique market insight, Tolley is there by your side with four product families designed for tax professionals working on The Front Line. Tolley Insight Tolley Guidance Tolley Library Tolley Learning Visit tolley.co.uk Tolley, Halsbury House, 35 Chancery Lane, London, WCA EL