Linking the Self-Assessment module to a Partnership Tax Return

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: 

 

  1. 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). 

 

 


  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. 

 

 

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