Refer to the HMRC Tax return for Self Assessment guidance if needed (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, select the Miscellaneous tab.
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Under Other information, select Repayment details.
If the section is crossed through, it has already been added to the tax return. To adjust it the existing values, close the window and select the section on the Data Input tab.
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Select who the payment should be made to as described in the following sections, then select Save changes.
Bank details and nominee
If you haven't already, you can record the client's bank details or the practice bank details which are then used to automatically populate the bank details here.
Select who the payment will be made to then complete as follows:
Client
Any bank accounts recorded for this client are available to choose from Select bank account. You can also add new bank details.
The bank details are automatically populated.
Tax advisor
- Select tax advisor from the list. The list is populated from the practices that have been set up on the system. You can also add a new practice.
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Any bank accounts recorded for the chosen practice are available to choose from Select bank account. You can also add new bank details.
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The bank details are automatically populated. Change the Address if required and enter the Nominee reference if required.
Other nominee
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Complete the Account name, Sort code, Name of bank, Building society reference (if applicable) together with the nominee's Name.
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Select the pencil icon in Address to select the required address or create a new one.