Beneficiaries section (SA900)

This section is used to add any beneficiaries.

Refer to the HMRC Trust and Estate Tax Return Guide 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. Select the Other information tab.
4. Under Trust information, select Beneficiaries.

   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.

5. Select + Add beneficiary.
6. From Select beneficiary, select the relevant contact.

   If a relationship does not exist, select Set up a new beneficiary to go to the Relationship tab of the client record and add a new relationship

7. Complete the following:
   • Beneficiary
   • Payments etc
   • Non-discretionary income entitlement for R185
8. Select View R185 to view and download to PDF the R185.

9. Select Save changes.
10. Add other sections to your tax return as required.