Use trading pages
If a partnership has more than one trade or more than one accounting period forming the basis period for the tax year, the additional data should be included in the Partnership trading and professional income pages.
If you have not used Business Tax, and all details have been added directly into Partnership Tax, then you should add the earlier accounting period(s) or additional trade(s) by selecting ‘Add Figures’.
If figures have been posted from Business Tax, select the accounting period(s) ending earliest in the tax year and make sure the Trading Pages are used for that period.
When you file a return with trading pages, you create two sets of figures. The first represents the main SA800 pages, the second represents the trading pages. HMRC Special cases 2 and 3 prevent the online filing of more than one return of Standard Accounts Information for a tax year. Therefore where the partnership has more than one trade or accounting period forming the basis period for a tax year the additional trading and professional pages should be submitted as an attachment to the main return. See Special Cases and Exclusions for more information.
To file a return with trading pages:
- Fill in your main SA800 return details.
- From the Return menu, choose New Figures.
- Enter a name for the new figures for example 'Trading pages'.
- From the Return menu, choose Use Trading Pages.
- Complete the trading pages.
- When complete click Save as PDF on the toolbar. The Save as PDF window appears.
- Choose Trading and Professional Income and click Save. The Save As window appears.
- Choose a filename and a location for the PDF. Make a note of this location.
- Click Save.
- Change back to the Main Return set of figures by using the drop-down list.
- In the PDF attachments pane, click Add attachment. The Attachments window appears.
- Click Add. The Open window appears.
- Locate your Trading Pages PDF file, select it and click Open. The PDF appears in the Attachments window list.
- Click OK.
