Share schemes (SA100)
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).
- 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.
-
On Choose a section to add, under Other non-savings, select Share scheme.
-
Enter the employer's Company name.
-
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.
-
Select Save changes.