Self-Assessment
Self-Assessment app
The Self-Assessment mobile app is a bridge between clients and advisors that helps unlock hidden efficiencies within the Self-Assessment production process. The app has eliminated all of the time-consuming processes such email or SMS and has all the ...
Submitting a Self-Assessment
To submit the Self-Assessment to HMRC you will need to select the Submit to HMRC option under Review and File, scroll to the bottom of the page and first click the Validate Submission button (this will send the submission to HMRC’s test server to ...
Approving a Self-Assessment
To send off the Self-Assessment for a client to approve you will first have to select the Submit to HMRC option under Review and File and lock the Self-Assessment. You will then need to go back to the Self-Assessment dashboard, change the ...
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 ...
Reviewing submitted documents within the Self-Assessment module
Within the Documents section of a client’s Self-Assessment module, you will be able to view and download the Tax Questionnaire that this particular client has completed and submitted in the form of a PDF file (this will always be on record) ...
Completing the Tax Questionnaire on the Self-Assessment app
The Tax Questionnaire is comprised of twenty-six questions that cover every single scenario and can unlock ‘hidden’ conversations such as tax saving opportunities or any other additional value-added work. It simply allows clients to answer ...
Sending out a Tax Questionnaire to a client's Self-Assessment app
You can send out a Tax Questionnaire from the web application to a client and they will be able to fill out on the Self-Assessment app on their mobile phone. Go to the Agent dashboard, select Self-Assessment on the left-hand menu and then select ...
Updating personal information on the Self-Assessment app
Once a client (business user) has been assigned to a Self-Assessment they will first need to check that all of the personal information is correct within the app. Click on Get Started (providing that the Self-Assessment in question has not already ...
Assigning a Self-Assessment to a Business User
Go to the Agent Dashboard, select Users on the left-hand menu, click on the three dots to the right of the business user you wish to give access to their Self-Assessment and select Assign SA from the drop-down options Type in the name of the ...
Importing data from the Tax Questionnaire into the tax return
Once you have received a response for a client’s Tax Questionnaire you will then be able to import that data into the tax return that you will be submitting for them. Go to the Agent Self-Assessment dashboard, scroll down to the table that shows ...
Tax Questionnaire
Send digital tax questionnaires to your clients to collect Self-Assessment data to digitally transfer them to your client’s Self-Assessment returns with the click of a button. Your client can submit the data using mobile app or via a web browser. ...
How to send tax questionnaire reminders in bulk
How to send tax questionnaire reminders in bulk Go to Self-Assessment on the left-hand menu on the Agent dashboard and select Dashboard. Then click on the Send Tax Questionnaire Reminder button in the top right-hand corner. A pop-up page ...
How to send tax questionnaire reminders individually
Go to Self-Assessment on the left-hand menu of the Agent Dashboard and select Client List. Then select which client you wish to send a Tax Questionnaire Reminder to by using the search bar and clicking Update. Once you have located to client in ...
How to send tax questionnaires to clients in bulk
Go to Self-Assessment on the left-hand menu on the Agent dashboard and select Dashboard. Then click on the Send Tax Questionnaire button in the top right-hand corner. A pop-up page will then appear where you will then be able to select all or ...
How to send a tax questionnaire to clients individually
Go to Self-Assessment on the left-hand menu of the Agent Dashboard and select Client List. Then select which client you wish to send a Tax Questionnaire to by using the search bar and clicking Update. Once you have located to client in question ...
Get Data From HMRC
Get Data From HMRC Once the HMRC Data Setting has been successfully set up, you will then be able to use the Get Data From HMRC option. This will pull through any data such as Employment Income, Pensions, Annuities, Benefits in Kind and any other ...
HMRC Data Setting
By enabling the HMRC Data Setting, this will allow you to pull through any relevant information from the HMRC portal that you can choose to save on a client’s Self-Assessment tax return within Nomisma. To enable the HMRC Data Setting go ...
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 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 ...
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 ...
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 ...
Creating a Self-Assessment client
From your Agent screens, click on the + button in the top right-hand corner, select New Client and then choose the Self-Assessment option. Either choose to manually add a new client or you can batch upload multiple clients by downloading the ...