Location: Self Assessment > SA100 > Client Specific > Dashboard

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Select the client for who Personal Tax return is to be filled from the client drop-down list from the Capium Dashboard. It could be filled for two types of clients:

  1. Individual clients    

  2. Sole Trader clients

Once you select the client you can see the client’s dashboard which has 3 sections:

  1. Client Details: this shows the basic details of the client, you can also edit the client details

  2. Tax Summary: this shows the basic taxable and tax payable details

  3. SA100 Forms: this shows SA100 returns that have been generated, you can also add new SA100 from here.