Charity information (SA900)

Refer to the HMRC Trust and Estate Tax Return Guide if needed (opens in a new tab).

1. Select the Data input tab.
2. Select Add a new section....

3. Select the Other Information tab.
4. From Trust information, select Charity information.

   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. Enter the relevant details for this tax return:
   • Claim to charitable exemption
   • Return period
   • Repayments
   • Income on which exemption is claimed
   • Expenses as included in the charity accounts
   • Assets held at 5th April [year]
6. If required, enter an Additional text note for Tax Return. This is included in the submission.

7. Select Save changes.
8. Add other sections to your tax return as required.