View tax calculations (SA100)

You can view the current tax calculation for the SA100 tax return based on the information entered so far.

1. Go to Clients > Client list and find the required client.

2. From the Personal tax returns widget on the client dashboard, select the required return.

3. Select the Tax Calculation tab. The fields are calculated based on the income and any reliefs entered into the return.

   • Payments on account are not shown on the tax calculation. They can be viewed in the Tax payments made section on the Status tab.

4. Select Download PDF to view or download a PDF copy of the calculation.