This section is used to record any capital gains to include in the SA108 supplementary pages. Refer to HMRC's Capital gains summary (SA108) guide (opens in a new tab).
- 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 Choose a section to add, under Gains, select Capital gains.
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Complete the required capital gains information as described in the following topics, then select Save changes.
Complete a summary of capital gains (SA108)
Record real time capital gains (SA108)