Self Assessment FAQs

This section covers the commonly asked questions by customers along with answers to get you back on track

No breakup of individual expenses checkbox
For Businesses with turnover of £85,000 pounds or less, the break up of individual expenses need not be given while importing data from BK or AP to SA100, r...
Mon, 1 Feb, 2021 at 3:53 PM
How to update the relief for finance costs
Location: On the self assessment return >> Supplementary pages  >> Add the page 'UK Property' >> Update 25% of the finance c...
Tue, 13 Jul, 2021 at 3:20 PM
How to update the SA106 Foreign form
Location: Self assessment >> Select client >> Select the return that needs to be edited >> Supplementary pages >> Add the '...
Tue, 13 Jul, 2021 at 4:35 PM
How to update the number of trusts made by the same settlor
Location: Self Assessment dashboard >> SA900 >> Select client >> Select return >> In the main form click on 'Trust Type...
Wed, 14 Jul, 2021 at 11:15 AM
Can I Download a SA800 Summary?
Yes! Navigation: Self Assessment > SA800 > Choose Client Click here to watch how to download an SA800 Summary When clicking into a client,...
Thu, 21 Oct, 2021 at 12:43 PM