To run self-assessment in Capium and ensure national insurance contributions have been met. 


Help/Guide


Navigation: Self Assessment > Client > SA100 

Following navigation process described above, a user is able to set self assessment criteria to a selected client. 

Once it has been done, a user is able to make changes within supplementary form by clicking “+ Supplementary form” option. 


Navigation: Self Assessment > Client > SA100 > Supplementary form

 

To automate the National insurance contribution within the Self Assessment module, a user is required to tick a box shown above. 

Navigation: Self Assessment > Client > Reports > SA302 Computation 

To see the summary of the National Insurance contribution for a selected client, a user is required to follow the navigation process shown above. 


To make changes for periods regarding National Insurance contributions within the Self Assessment module. 


Navigation: Self Assessment > Client > SA100 > Supplementary form 

To amend periods for which National Insurance contribution should be calculated, a user must follow the navigation process and untick the box highlighted above. 


Navigation: Self Assessment > Client > SA100 > Tax calculation > Self Assessment

Once it has been done, a user is able to make changes within National Insurance contribution section by following navigation process and clicking to a green button shown above.

Once it has been performed, a user is able to make relevant changes within the NI contribution option and clicking save button to populate any changes made.