Record capital gains (SA108)

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).

  1. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

    3. If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

  3. Open the relevant client record.
  4. On the Personal tax returns widget on the client dashboard, select the required return. The Status tab is shown by default.
  5. 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, under Gains, select Capital gains.

  1. 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)

Record capital losses (SA108)

Record disposals (SA108)

Attach a capital gains computation (SA108)

Record capital gains foreign tax credit and SWT