Efis No.98/2015

November 2015

Range: Inheritance Tax/Inland Revenue

41G(Trust) – Trust Details

IR185EI - Statement of Income from Estates

IR185(S) - Statement of Trust Income Chargeable on Settlor

IR185TI – Statement of Income from Trusts

R40 - Claim for Repayment of Tax Deducted from Savings and Investments

IHT100(ALL) - Inheritance Tax Account, plus Event Forms, Supplementary Pages and Worksheet

IHT400 - Inheritance Tax account

IHT400(all) - Inheritance Tax account – Extended Form

IHT400C - Inheritance Tax account - Calculation

IHT406 - Bank and building society accounts and National Savings and Investments

IHT411 - Listed Stocks and Shares

Subscribers to this range are requested to use the latest versions of forms 41G(Trust), IR185EI, IR185(S), IR185TI and R40 which Her Majesty’s Revenue & Customs revised earlier this year.

Please also find available IHT100(ALL), IHT400, IHT400(all), IHT400C, IHT406 and IHT411 which have all received macro amendments.

All forms can be used immediately.

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Configure Active Library

OyezForms can be configured to a fully automated library management. Once configured, Oyezforms will automatically contact our server and synchronise your form titles against our central database. Visit https://oyezforms.co.uk/help_installation_ALconfig.asp

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Case Management Notice

The recommended method for merging data with OyezForms is via 'Field Label' identities, rather than 'Field Numbers'. TOOLS>PRINT ID LABELS will print a list for each form.

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OyezForms V10.02H

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Technical Section:

Importing Forms

1. Start the OyezForms software (if you are running a networked copy of the software only one user should have the

software open at this point).

2. Insert the CD-ROM into your CD drive.

3. Select Admin and then Import new forms…

4. When the dialogue box appears, click BROWSE

5. Double-click on the CD-ROM drive labelled ‘OyezForms’ and select the EFIS folder which this document refers to. Click OK

6. The forms listed within this EFIS will appear in the dialogue box

7. Click Select All

8. Click Import

9. Click Done.

If you have any problems please contact Oyez Legal Software Technical Support on 08450 17 55 17