Sending partnership details to Partnership Tax

Business Tax does not directly fill out any tax returns. Data entered is processed for use on tax returns, and is then transferred to the applicable program for printing the tax return.

  • If the client is a partnership the information is transferred to Partnership Tax to complete the SA800 tax return.
  • If the client is a sole trader, you can transfer income tax details directly to Personal Tax for the SA100.

To transfer data to Partnership Tax:

  • From the Tools menu, choose Post to Partnership Tax Return...

or

  • Click SA800 on the toolbar.

Either of these methods will open Partnership Tax and automatically fill in the relevant sections of the SA800 return.

The posted figures are read only. To add non-trading details and supplementary pages you will need to copy the return.