Share schemes (SA100)

This section is used to input any taxable income from share schemes that has not been included on the P60. If there is more than one employment with a share scheme income you can add separate copies of this section for each employment.

To calculate the taxable amounts for the various types of share scheme, see the worksheets contained in the HMRC form SA101 notes (opens in a new tab).

Refer to the HMRC Tax return for Self Assessment guidance if needed (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.

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.

6. On Choose a section to add, under Other non-savings, select Share scheme.

7. Enter the employer's Company name.

8. For each share scheme, enter the Description of scheme and chargeable event together with the Amount not taxed under PAYE that is not included on a P60 or P45.

   A new line is automatically added. Unwanted lines can be deleted using the bin icon.

9. Select Save changes.