Tax Details

Tax reference - Enter the individual's tax reference. The name of the tax district to which the reference is linked appears in the Tax district box when you select it.

Tax district - Enter the individual's tax district reference in the first, small box or use the Tax Districts window to find the name of the district and the corresponding reference. Select the Lookup button to open this window.

Unique Tax Ref. - Enter the individual's Unique Taxpayer Reference.. It appears on Page 1 of the SA100 form. The UTR has a check digit incorporated. Sage Taxation systems use this check digit to ensure that the tax reference which is entered is a valid one.

NI Number - Enter the individual's National Insurance number. If you enter a number which is not in a recognised format you are asked whether you want to store the number or not.