Personal, Business, and Trust Tax Support

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.
  1. In Personal Tax, go to the schedule where you've entered provisional estimated figures.
  2. Select
    Notes
     at the end of the schedule.
  3. Select the
    Estimates
     tab.
  4. 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.

This article applies to:

  • Product: Digita Personal Business and Trust Tax
  • Subject: Documents