- Go to Clients > Client List and find the required client.
- On the Self assessment returns widget on the client dashboard, select the required return. The Status tab is shown by default.
- 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.
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On the Miscellaneous tab, under Miscellaneous, select Front page details.
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Complete as follows, then select Save changes.
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Employer reference for front page (NNN/XXXXXXXX) – enter the employer reference that appears on the front of the form. This information only appears on the paper form and is not included when submitting online.
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R40 reference – wWhen producing a Form R40 for a client who does not have a UTR, this field can be used to enter the reference to be used on the front page of the form.
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Date of Issue – enter the date of issue of the tax return. This information only appears on the paper form and is not included when submitting online.
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Address – select the client address that to appear on the front of the form.
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Date changed address – enter the date that the address changed.
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Omit client’s phone number from tax return – select to prevent the client’s phone number being included on the front page of the tax return.
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Tax Office – select the tax office from the list, or enter the name and address. This information only appears on the paper form and is not included when submitting online.