Location: Capium > Self Assessment > SA100 > Client Specific > +SA100 > Main Form
The Main Form covers 3 sections;
1- Income
This section contains income from different sources which are to be mentioned while filing a SA100 return. The details regarding following Source of Income can be mentioned:
Interest and Dividends from UK banks, Building Societies
UK Pensions, Annuities, and other Benefits Received
Other UK income not included on Supplementary Pages
Each section under different tabs are clickable that will allow you to navigate to the data entry part with respect to each listed section.
One can click on a particular section to open as a Pop-Up, where necessary details regarding Incomes have to be filled in the Relevant Tabs.
‘+’ button next to any text box will allow an Assessee to feed multiple entries with regards to different incomes and other details in a bifurcated manner for their understanding.
Best example where such entries are beneficial could be Bank interest, dividends, other incomes etc. where its necessary to maintain multiple rows of a particular transaction covering up different sources. But on the main form, it will show as a single amount.
2 - Tax Reliefs and Service Companies
This Section includes:
The Pension Payment
Charitable Giving
Student Loan Repayments and Blind Person’s Allowance
High Income Child Benefit Charge and Service Companies
You may click on the relevant hyperlinks there, which will open a Pop-Up where you may mention details regarding Income under Relevant Tabs.
3-Finishing Your Tax Return
It the final Section which includes the following:
Tax Refunded or set off
If you have paid too much tax
Your tax adviser if you have one
Signing your form and sending it back
You may click on the relevant hyperlinks there, which will open a Pop-Up where you may mention details regarding Income under Relevant Tabs.
Click here to watch a video on the reflection of Pension Contributions on the SA100 Tax return
Click here to watch how to add income from interest / dividends to SA100 Tax return
Click here to watch how to add student loan repayments on SA100 Tax return
Click here to watch how to add bank details on SA100 for a refund