Where Do I Show I Receive Income From Giving Investment Advice?


The IFA Settings General screen is displayed. Income for Investment Advice is the first drop down box selection.

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How Do I Add a Section K Income Heading?
Click Income Click Record Income Click the + icon on the heading line Select either Investment or the Life & Pension category. Only headings in these 2 categories are included in Section K. Type the Name of the heading you wish to add in the box - ...
How Do I See A List Of My Income?
Access a full size version of this page at https://desk.zoho.eu/portal/myregdata/kb/articles/how-do-i-see-a-list-of-my-income Click Income Click the column titles on this screen to alter the sort order of the displayed items Notes: The screen has ...
How Do I Set Up A Repeat Income?
Access a full size version of this page at https://desk.zoho.eu/portal/myregdata/kb/articles/how-do-i-set-up-a-repeat-income Click Income Click Record Income Tick Repeat Income Enter details of the repeating income, when complete click Save Note: Add ...
How Do I Delete A Repeat Income?
Click Income Click More/Manage Repeats Click ACTION/Delete on the item to be deleted. Click Yes to acknowledge the deletion warning. Note: Triggered events that have not yet been actioned (Settings,Accept Repeat Transactions) will be removed. Future ...
How Do I Print An Income Transaction?
Click Income Find the transaction using the following: Use the search box in the green banner Use the filters provided - help for the filter function assistance for filters is half way down the page Use the browser search to find the item in the ...