To send a file from Self Assessment to Capisign you can click on this link. Alternatively you can also follow the navigation as shown below.
Navigation: Self Assessment > Client Specific
Step 1 - Once you are in Self Assessment, select the specific client
Step 2 - You will see a list of already generated Self Assessment Returns, select the ‘Action’ dropdown and then select ‘Send to Capisign’
Step 3 - You will then be taken to the Capisign module where you can view the document and receive an email update. The client will receive an email link to e sign the document and the Capisign status will change to 'Signed' once they have completed the e-signing
