Additional notes for tax return section (SA100)

You can add additional text notes to the tax return either because there's no obvious section or yo provide information such as disclosing a form you're omitting. The notes will be included on page 7 of the main SA100 form.

  1. Go to Clients > Client List and find the required client.
  2. On the Self assessment returns widget on the client dashboard, select the required return. The Status tab is shown by default.
  3. Select the Data input tab, then select Add new section.

    Any previously added sections are crossed through. Once added, the section can be edited by selecting its name.

  1. On Choose a section to add, select the Miscellaneous tab.

  2. Under Other information, select Additional notes for tax return.

  3. Enter any required notes, then select Save changes.