Self Assessment
SA100
Prepare a client's Self Assessment return for employment, dividend, savings and property income. Fyling works out the tax beside the figures that drive it, records your practice's review and the client's approval, and sends the return to HMRC under your practice's credentials.
What it does for your practice
- The tax calculation sits beside the figures that drive it.
- UTR and National Insurance number come from the client's record, with only the last four characters shown.
- Your review and the client's approval are tied to the figures: change one and both are asked for again.
- The Self Assessment tracker shows every client's return for the year, wherever it is prepared.
- Every change to a return is written to your practice's activity log.
How it works
- 1
Open a client who is a person and start a return for the tax year.
- 2
Answer the scope questions, then enter employments, dividends, savings and property income.
- 3
Check the tax calculation.
- 4
Record your practice's review and the client's approval.
- 5
Send the return to HMRC under your practice's credentials.
Who it is for
Practices that prepare returns for company directors and other individuals whose income is from employment, dividends, savings and property.
Your practice stays the filer. Fyling is the software your team uses to prepare, check and send the work.
Questions
Which income does it cover?
Employment, dividends, savings interest and UK property income, with pension and Gift Aid payments. If a return includes self-employment, partnership income, capital gains, foreign income, Scottish income tax or student loan repayments, Fyling says so at the start and leaves the calculation to you.
Does the client have to approve?
Yes. The client's approval is recorded against the figures before the return can be sent.
Who submits the return?
Your practice does, under its own HMRC credentials. Fyling prepares the return, sends it with those credentials and keeps HMRC's answer with the return.
Works with
Corporation Tax returns
The computation from the accounts, then the CT600, reviewed and approved.
Client approvals
Client sign-off on each filing, tied to the exact figures they saw.
Deadlines and reminders
Every client's due dates in one list, with reminders on the days you choose.
Engagement letters
Proposals and engagement letters from your own wording, signed online.
Step by step: Self Assessment (SA100) · Everything Fyling does