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Show a tax return has provisional estimated figures in Personal Tax

You may need to submit an SA100 with provisional estimated figures. To do this, you'll need to take the following steps.

Enter

X

in Box 20 on page TR8.

Enter an explanatory note in Box 19 on page TR7.

In Personal Tax, go to the schedule where you've entered provisional estimated figures.

Select Notes
at the end of the schedule.

Select the Estimates
tab.

Enter a note to explain why you need to use estimates now and when you'll have final figures.

Personal Tax will enter an X in Box 20 and show your note in Box 19.