Additional Information

The Additional Information Editor allows you to enter additional information that is required on the Tax Return or other HM Revenue & Customs forms. It also displays additional information that Personal Tax automatically enters on the Tax Return. The information that is shown on all pages of the Additional Information Editor relates to the data entry page that you are currently working on. The information will be printed in the relevant Additional Information boxes on the Tax Return and Schedules.

A data entry page must be open before you can open the editor. You can open it in two ways:

  • Click Additional on the toolbar.
  • Select Additional Information from the View menu.

The Additional Information Editor has two pages, System and User.

Personal Tax automatically enters additional information on the System page, which you cannot change

Example

If you select the agent's telephone number in Contact Details, the agent's address is automatically entered in the System page of the editor.

The User page is available for your own use. The information that you enter in the Additional Information Editor relates to the page that is currently open. There is no limit on how much text you can enter. Click OK at the bottom of the window when you have finished entering the information.

You can change the information that you have entered in the User page at any time by opening the appropriate data entry page, opening the Additional Information Editor, selecting the User page and editing the existing text.