Overview
The Assessee Details section contains the taxpayer's personal and HMRC information used when preparing an SA100 Tax Return. It is important to ensure these details are accurate before submitting the return, as certain fields are mandatory and some cannot be amended after submission to HMRC.
Navigation
Personal Tax > Select Client > SA100 Return > Assessee Details
Step 1: Add Assessee Details
The Assessee Details section displays the following information:
Owner Name (Sole Traders only)
Tax Reference Number (UTR)
Registered In (England and Wales or Scotland) (Mandatory)
Address
Postcode
Date of Birth (Mandatory)
Phone Number
National Insurance Number (Mandatory)
HMRC Office Details
Assign as Director
Note: The Tax Reference Number (UTR) is mandatory and cannot be changed after the return has been submitted to HMRC.
Step 2: Save Your Changes
After updating the information, save your changes to apply them to the SA100 return.
Additional Help
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