Linking the Self-Assessment module to a Partnership Tax Return
This ideal for partnership related income. To link the Self-Assessment to the Partnership tax return:
Go to the Self-Assessment dashboard of the client in question, select Income on the left-hand menu and then select Partnership. Then click on the Link Individual button in top left-hand corner.
(You can also access this data by going to the Quick Access Tax Return Forms on the Self-Assessment dashboard and selecting the SA104 (Partnership) option).
Locate the correct profile within the pop-up page that will appear and then click on the Link button to the right-hand side.
Related Articles
Self-Assessment eSignatures - Now Live!
By popular demand, self-assessment eSignatures are now live! This functionality allows you to request and obtain approval seamlessly without having to leave the Nomisma platform. It will: Send an email containing eSigning links, within just a few ...Linking the Self-Assessment module to the Payroll module
This is ideal for employment income. To link the Self-Assessment to the Payroll module: 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 ...Self-Assessment integration with other Nomisma modules
You are able to link the Self-Assessment module with multiple other modules, allowing Nomisma to pull through any relevant data that has already been inputted in other parts of the software. Bookkeeping: ...Linking the Self-Assessment to the Bookkeeping module
This is ideal for director's dividends and self-employment income. To link the Self-Assessment to the Bookkeeping module: Go to the Self-Assessment dashboard of the client in question, select Income on the left-hand menu and then select Self ...Reviewing Tax Calculation and Self-Assessment Tax Return
You are able to review the Tax Calculation generated from the submitted Tax Questionnaire by going to Review and File on the left-hand menu of the client’s Self-Assessment module. You will also be able to review the final Self-Assessment Tax ...