Disposal of holdings in offshore funds (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....
  1. From the Foreign income column, select Disposal of holdings in offshore funds.
  2. 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.

  3. For each item, enter the Description and Income.

    A new line is automatically created as you being completing the first line. Delete a line using the bin icon.

    The Total is automatically calculated.

  4. Select Save changes.