Self Assessment Help Guide

This section covers all the features within the Capium Self Assessment (includes SA100, SA800 & SA900) module in detail, broken down into sections

SA800 Partners Shares' Profit/loss Allocation.
Location: Self assessment Dashboard > SA800 > Select the partnership > Create new SA800 > Navigate to the Partners shares. Video Tutorial: ...
Tue, 8 Mar, 2022 at 9:36 AM
Trust - SA900
Location: Capium > Self Assessment > SA900> Client Specific Trust Tax return is a self-assessment tax for Trusts. Please note that you...
Mon, 25 Mar, 2019 at 12:16 PM
Create and Link a Director from Self-Assessment
Click here to Watch how to Create and Link a Director from Self-Assessment Navigation - Self-Assessment >> Add Client >> Select 'Indi...
Tue, 26 May, 2020 at 4:56 PM
Document Password Protection - Self Assessment
Self-Assessment > Select Client > Settings > Data Security  Quick Navigation Help Guide Password Protection has been added to Documents...
Tue, 4 Aug, 2020 at 5:35 PM
How to link multiple Sole Trader businesses to an individual's Tax Return
Navigation to link: (Existing sole trader Client) My Admin > Clients > Edit button > Edit again > Link to SA100 button (Creating for the first...
Mon, 21 Sep, 2020 at 12:31 PM
How to Configure Emails in Self Assessment, Accounts Production and Corporation Tax
Navigation: Chosen Module > General Settings > Email Templates Click here to watch how to configure emails Click here to watch the SA100 Email A...
Tue, 1 Jun, 2021 at 2:59 PM
How to transfer partnership directors details from the SA800 to the SA100
Navigation: Self Assessment > SA100 > +SA100 > Supplementary form > Partnership        Please click here t...
Mon, 16 Aug, 2021 at 1:51 PM
How to set up email templates in Self Assessment
Location: Self Assessment dashboard >> General settings >> Click on the email template that needs to be edited and customise accordingly  ...
Mon, 23 Aug, 2021 at 3:23 PM
Self Assessment Webinar, Q & A and product roadmap for SA in the next 12 months
Thu, 27 Jan, 2022 at 4:45 PM
SA100 API Integration
HMRC has created a new Application User Interface (API) to send relevant information to end users. This is their first step toward Making Tax Digital (MTD)....
Tue, 17 Jan, 2023 at 10:13 AM