Self Assessment Help Guide

This section covers all the features within the Capium Self Assessment (includes SA100, SA800 & SA900) module in detail, broken down into sections

How to amend the SA100
To amend the SA100 you can click on this link. Alternatively you can also follow the navigation as shown below. Navigation: Self Assessment >> Cli...
Fri, 28 Oct, 2022 at 10:02 AM
Self Assessment - Capital Allowances Calculator
To view the Capital Allowances Calculator you click on this link. Alternatively you can also follow the navigation as shown below.  Navigation: Self ...
Tue, 17 Jan, 2023 at 9:45 AM
Change Status for Self-Assessment Return
Steps: This will help you to change the status from In-Progress to “Submitted” for the returns which you have created in the Capium but submitted f...
Mon, 23 Jan, 2023 at 5:01 PM
Adding Multiple Properties in Self Assessment Return
Please Note: Details on adding multiple properties can be seen in the screenshots To add multiple properties income and summarise that within your sel...
Fri, 9 Dec, 2022 at 9:52 AM
National Insurance overview
To run self-assessment in Capium and ensure national insurance contributions have been met.  Help/Guide Navigation: Self Assessment > Client >...
Thu, 6 Apr, 2023 at 8:15 AM
How to get SA100 tax-due document
To get a SA100 tax-due document to verify and send across to a client.  Navigation: Self Assessment > Selected client > Dashboard Followi...
Fri, 2 Jun, 2023 at 2:45 PM
How to change tax-due document template
To format a tax-due document template within the Self Assessment module.  Navigation: Self Assessment > General settings > Document templates ...
Fri, 2 Jun, 2023 at 2:47 PM
Edit the change of address date for SA100
Navigation: Self-Assessment >> Select Particular Client >> Click on Edit return Details. After clicking on the tab you can find the checkb...
Fri, 1 Mar, 2024 at 12:39 PM
Create and Link a Director from Self-Assessment
Click here to watch how to Create and link a Director from the Self Assessment module Navigation: Self Assessment module >> + Client >> Sele...
Mon, 18 Mar, 2024 at 4:18 PM
Dividend Database within Self Assessment
Dividend database is a new feature introduced within the Self-Assessment module to directly import dividend data from listed companies in the FTSE100 a...
Tue, 6 Aug, 2024 at 4:40 PM