Knowledgebase
Downloads
Glossary
Ask a Question
KB Home / Tax Return Production / SA100 Individual Return / How do I import data from SA800 to SA104... / Email to friend
Email to friend
Multiple emails allowed. Separate with commas



How do I import data from SA800 to SA104 Partnership pages (Individual User)?

If you're completing a partnership return, you can import the data into the SA104 pages in the individual return by following these steps:

  1. Open up the individual return.
  2. Go to:                                                                                                     
    1. SimpleStep Mode: Your Work > Partnership Management
    2. HMRC Forms Mode: Partnership > Were you in a Partnership? - Yes
  3. Here you should see the partners and their UTR numbers, select the link under the Actions column to Create Pages.

PLEASE NOTE: The partnership SA800 return must have the profit/loss allocation already entered for each partner.
RSS
Powered by KBPublisher (Knowledge base software)