Self Assessment FAQs
This section covers the commonly asked questions by customers along with answers to get you back on track
Location: On the self assessment return >> Supplementary pages >> Add the page 'UK Property' >> Update 25% of the finance cos...
Tue, 13 Jul, 2021 at 3:20 PM
Location: Self assessment >> Select client >> Select the return that needs to be edited >> Supplementary pages >> Add the 'F...
Tue, 13 Jul, 2021 at 4:35 PM
Location: Self Assessment dashboard >> SA900 >> Select client >> Select return >> In the main form click on 'Trust Type'...
Wed, 14 Jul, 2021 at 11:15 AM
Yes! Navigation: Self Assessment > SA800 > Choose Client Click here to watch how to download an SA800 Summary When clicking into a client,...
Thu, 21 Oct, 2021 at 12:43 PM
Please be aware regarding the data that HMRC provides: Data is only available for taxpayers who are registered for Self Assessment. The majority of ...
Wed, 28 Dec, 2022 at 11:47 AM
To download a summary of the client’s SA return. Navigation: Self Assessment > Selected client > Tax Summary Dashboard Following the navigation ...
Thu, 30 Mar, 2023 at 10:13 AM
If the client is self employed for less than 12 months or business is ceased before the end oftax year. Then the Class 2 NIC liability would be calculated p...
Thu, 20 Jul, 2023 at 3:06 PM
HMRC connect doesn't always pull through information from HMRC, this could be for a number of reasons, the error messages are shown below: Code : NO...
Fri, 9 Feb, 2024 at 9:24 AM
Navigation: Self Assessment >> Client >> Action >> Edit Return >> + Add Supplementary Form >> Check the relevant form a...
Fri, 17 May, 2024 at 11:53 AM
Navigation: Self Assessment >> Client >> Action >> Edit >> + Supplementary Form >> Check the relevant form and the same woul...
Fri, 17 May, 2024 at 11:55 AM