The Partners' Shares tab is used to record partners and apportion income between them.
Refer to the HMRC Self Assessment Partnership Tax Return (SA800) guidance if needed (opens in a new tab).
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Go to Clients > Client List and find the required client.
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From the Partnership tax returns widget on the client dashboard, select the required return.
- Select the Partners' Shares tab. Values that require apportioning are shown on the left, with a column for Under / (over) allocated values.
- Active partners are listed individually with fields below for entry of the required values. Select Edit partners to add or edit any partner details. Select Add relationship then search for the client, choose the Relationship, complete any necessary details, then Save & return.
- Complete the shares amounts then select Save changes.
At this point you can either add the Trade page and other pages as required, or if this information has already been entered, select the Partners' Shares tab and apportion the profit / loss amongst the partners.
Once you have completed the data sheets in the SA800, the data is ready to file and be uploaded to the individual partner's tax return via the SA104 partnership page as required.