Create trust tax returns (SA900)

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. From the Trust tax returns widget on the client dashboard, select Start a new tax return (or Start new if there are existing returns).

   

4. Select the tax Year from the list. The earliest year supported is 2012.
5. Choose the required tax return Type:
   • SA900 (default)
6. Your reference defaults to the client ID but can be changed.
7. Select Create to start the tax return process.
8. If a previous tax return already exists, then applicable data is rolled forward from the previous record and the Data Input tab populated.
9. Select Add a new section to fill out the tax return. Else, if sections have been automatically added, edit each in turn and adjust as required.

   View a detailed list of the SA900 tax return sections.

10. When complete, submit the tax return.

Did you know?
We have created a video to support this process.