Complete tax advisor details section (SA100)

You can record the tax adviser details that will appear on page TR 7 of the SA100 individual tax return:

  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 Tax adviser and signatory details.

  3. Complete the Tax adviser and Signatory details, then select Save changes.