Location: Capium > Self Assessment > SA800 > Client Specific
Personal Tax is a Self-Assessment tax for Individuals and Sole Proprietors.
Please note that this Module can be accessed only when you have selected a Client who has been registered with Capium as a Partnership Firm.
The SA800 Dashboard is the home page for a Partnership Firm. It contains three Sections;
Under this Section one can view the details regarding the Partnership and HMRC Office such as
Address of Partnership Firm
HMRC Office Name
HMRC Office Number
HMRC Office Address
HMRC TelephoneOne can edit the details by clicking on the Edit Button Provided on the Upper Right Corner of the Window. An Edit Business Detail Pop-Up will appear where details regarding the business can be edited.
Under this Section, the Name of the Partners Along with their Profit share is displayed.
Below the partners is a “All Partners” hyperlink. When you click on this hyperlink, it will redirect you to the “Settings > Partners” where you can add a new partner.
In this section, you can add a Partner Details by clicking on the “+Add New Partner” button provided in Action window (highlighted above). An Add Contact Detail pop-up will appear.
In the very next section the SA 800 form details can be viewed using the Reports drop-down menu and get a PDF of the same.
The Action drop-down menu provides you the options of Editing, submitting to HMRC and Deleting the Return.
You may also add new SA 800 using the button available in the upper right-hand side of this section.
You may also delete a SA800 Return by clicking on the delete button provided under Action.
In this table, one can View the SA 800 forms already filled. The Table contains the following Columns:
Main Form i.e. SA 800
Additional Forms if any
Type whether New or Amended
On the Upper Right Corner of this section, an Add New SA 800 Form button is provided. By clicking on this button A Create New SA 800 Form Pop-Up appears:
In the Pop –Up you need to mention the Mandatory Fields such as:
Reference No: It is System generated.
Return Type: The Return is whether New or Amended
Tax Year: Particular Tax year for which the Return is to be filed has to be provided.
The description can be provided according to the user.