Create partnership tax returns (SA800)

1. Go to Clients > Client List and find the required client.
2. From the Personal tax returns widget on the client dashboard, select Start a new tax return (or Start new if there are existing returns).

   

3. Select the tax Year from the list. The earliest year supported is 2012.
4. The Type of return defaults to SA800 which is currently the only form type supported.
5. Your reference defaults to the client code but can be changed.
6. Select Create. A new tax return is created. If a previous tax return already exists then applicable data is carried forward from the previous record. Find out what data is rolled forward?
7. You can now add a new section to start completing the return.

Optional tasks

You can save and return to the tax return at any time before submission:

• Add an attachment
• Check or change the status of tax returns
• Download Tax Pack to view or produce a PDF of the full tax return