Linking the Self-Assessment to the Bookkeeping module

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: 

 

  1. Go to the Self-Assessment dashboard of the client in question, select Income on the left-hand menu and then select Self Employment. Then click on the Link Business button in top left-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 SA103 (Self-Employment) option). 

 

  

 
Locate the correct profile within the pop-up page that will appear. 

  • If you tick the Short Form box this will then create a Self-Employment Short Form but if this is left unticked then it will only produce a Self-Assessment Full Form.  

  • A Business Description will also need to entered before clicking on the Link button.

 

Then click on the Link button to the right-hand side. 
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