Tax pool section (SA900)

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.

5. On Choose a section to add, select the Other information tab.

4. Under Trust information, select Tax Pool.

   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 Unused tax pool brought forward and the Unused tax pool carried forward.

6. Select Save changes.