UK dividends section (SA800)

This section is used to record UK dividends tab within the tax return. The values entered are used to populate the dividends section on the SA804 of the tax return. You should have received a dividend voucher which contains the information required to complete this section.

Refer to the HMRC Self Assessment Partnership Tax Return (SA800) guidance if needed (opens in a new tab).

1. Open the required tax return, then select the Data input tab.

2. If the required section is listed, select it and skip the next step. If not, select Add a new section.

3. On Choose a section to add, under Investment income, select UK dividends.

If the section is crossed through, it has already been added to the tax return. To adjust it the existing values, close the window and select the section on the Data Input tab.

4. For each item in Interest and other receipts from UK banks etc., Dividends from UK unit trusts and open-ended investment companies, and Stock dividends, enter a Description and Amount. The Total is automatically calculated.

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

5. Totals are automatically calculated. Select Save changes.