Welcome to this quick guide on How to create a SA 800. This guide will walk you through the essential steps.
Firstly, navigate to the Self Assessment module.
Next, select SA800 and choose the specific client you wish to create the SA800 for.
Click Add SA800 and select the return type, either New or Amended.
Then, select where you would like to import the data from. You can import the data from Bookkeeping, Accounts Production, or enter the information manually.
Select the relevant accounting period and click Create.
You will then be taken to the main SA800 form, where you can select the individual sections and enter the relevant information.
Once you have entered the required information, you can continue completing and reviewing the SA800 within the form.