Declaration details
| Option | Description |
|---|---|
| Name | This is the client's full name as entered in their Main Details form. |
| Address / Postcode | This is either the client's full address as entered in their Main Details form or their agent's full address. The latter address is used if the client has decided to use it for all correspondence. You indicate this by selecting the Use agent's address for correspondence check box in their Main Details form. |
| Date address changed | Where the address on the return issued by HMRC is incorrect, enter the date of change. |
| Select daytime contact telephone number |
Select the telephone number that the client wants to appear on their tax return as their daytime contact telephone number. The selected telephone number is defaulted according to the address that is shown on the front of the client's tax return. You can override this default selection if you want to.
The agent's telephone number is selected by default if the agent's address is shown on the front of the client's tax return. You decide if the agent's address appears on the return by ticking or leaving blank the Use agent's address for correspondence box on the Main Details page of the client's Main Details form. If this box is ticked the agent's address also appears in the Additional information section of the return. The agent's telephone number is automatically taken from the Practice Details form for the
currently selected dataset. You can access this form by starting Sage Control Centre and clicking the
If you select Client and a telephone number has not been entered for the agent, the system informs you to use the Practice Details form in Control Centre to enter one. Client The client's telephone number is selected by default if their address is shown on the front of their tax return. This number is automatically taken from the client's Main Details form. You cannot change it here. If you select Client and a telephone number has not been entered in the client's Main Details form, the system asks you if you want to enter it now. If you select Yes the client's Main Details form opens. Select the Contact page and enter the number in the Telephone/Day box. |
| Signatory is not the person making the return | Selecting this option enables the rest of the options on this page. |
| Capacity | This is a drop-down list containing the most common options, but it is possible to type directly into this box if you wish to type your own entry. |
| Name of person you are signing for | This will be automatically populated with the name of the person for whom the return is being completed. It is possible to type directly into this box, for example if you wish to change the name or to add anything after it. |
| Signatory's name | Enter the signatory's name. |
| Signatory's address / Postcode | Enter the signatory's address and postcode. |
| Carry forward Signatory details to next tax year | If you wish to carry forward the signatory details when you year update it is possible to do so by ensuring that this box is selected. |
| Return contains provisional figures | If the return contains provisional figures, select this check box. Box 20 on page TR 8 of the Tax Return (SA100) will be ticked. |
| Additional information | Add additional information when you've selected Return contains provisional figures. Content in this box will be included in box 19 on page TR 7 of the Tax Return (SA100). |
button
on the main frame toolbar. You cannot change the agent's telephone number in the How do I get here?
Tax return and computations > Declaration details
What's this page about?
Use the Declaration details form to:
- confirm that the details on the front of the client's Tax Return are correct.
- specify a contact telephone number that HM Revenue & Customs can use, whether it be the client's or their agent's.
- enter details for a person other than the taxpayer who is signing the return.