Inputting Prior Year Tax and Capital Losses

Support Query 

I am setting up a fund in SF360, how do I input prior year, carried forward tax and capital losses? 

See also: Setting up a Fund (Opening Balances)

Solution

1. To complete this task, you must first access the Period Compliance screen. To access the Period Compliance screen, please see the table below:

   Hover the cursor over the Compliance icon in the main toolbar
   From the side menu, select Period Compliance

2. From the Period Compliance screen, select the Settings icon.
   
   
    
3. From the dropdown, select Adjust Prior Year Losses
   
    
4. You can then input any carried forward capital or tax losses. 
   
   
    
5. Select Save after inputting the figures.