Linking the Self-Assessment module to the Payroll module

Linking the Self-Assessment module to the Payroll module

This is ideal for employment income. To link the Self-Assessment to the Payroll module: 

 

  1. Go to the Self-Assessment dashboard of the client in question, select Income on the left-hand menu and then select Employment. Then click on the Link Employment button in top right-hand corner. 

 

(You can also access this data by going to the Quick Access to Tax Return Forms on the Self-Assessment dashboard and selecting the SA102 (Employment) option). 

 

 


  1. Locate the correct profile within the pop-up page that will appear and then click on the Link button to the right-hand side.