Information for the Return

Enter details about the client address, provisional or estimated figures on the return and details and the address of the signatory, where these are needed for the completion of the return.

About this Return

Select the boxes in this section if:

This is an amended return

Only select this box if you have already filed a tax return and wish to amend it. Currently, HMRC allows another 12 months to adjust Self Assessment submissions for the previous tax year. For example, you’d need to file a 2017/18 Self Assessment tax return by 31 January 2020.

Return contains provisional figures

Only select this box if you have used provisional figures and you intend to send final figures as soon as you can. Details of why you have used provisional amounts and when you expect to provide your final figures to HMRC should be entered in the ‘Reason’ dialogue box which opens once you have ticked the ‘Return contains provisional figures’ box.

Do not tick the ‘Return contains provisional figures’ box if you have used estimated figures. Instead enter an explanation in ‘Additional Information’ as to why estimated figures have been used.

Details of Signatory

If the return is to be signed on behalf of the client, enter the first name, last name and the capacity of the signatory.
The information entered here will populate boxes 23 and 25 on page TR8 of the tax return.
Selecting Other as Capacity in which signed will open a box for you to enter a description of the capacity.

Address of Signatory

If the return is to be signed on behalf of the client, enter the address of the signatory in this section.
The information entered here will populate box 26 on page TR8 of the tax return.

Did you find this helpful?

Still need help?

Ask the Sage City community. Sage City is the place to ask questions, share tips and ideas, get practical advice and all the breaking news. Alternatively, find out other ways of getting in touch.

Visit Sage City