Complete self assessment tax returns (SA100)

Once you have created a CT600 return, you can start to complete the form.

Refer to the HMRC Tax return for Self Assessment guidance if needed (opens in a new tab).

  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 required section (any previously added sections are crossed through). Once added, the section can be edited by selecting its name. Find out more about the available sections.

You can also add an attachment or select View detailed to report to produce a PDF report of all the data entered so far.