How do I import data from SA800 to SA104 Partnership pages (Individual User)?

Article ID: 2292
Last updated: 21 Mar, 2024

If you're completing a partnership return, you can import the data into the SA104 pages in the individual return by following these steps:

  1. Open up the individual return.
  2. Go to:                                                                                                     
    1. SimpleStep Mode: Your Work > Partnership Management
    2. HMRC Forms Mode: Partnership > Were you in a Partnership? - Yes
  3. Here you should see the partners and their UTR numbers, select the link under the Actions column to Create Pages.

PLEASE NOTE: The partnership SA800 return must have the profit/loss allocation already entered for each partner.

Article ID: 2292
Last updated: 21 Mar, 2024
Revision: 13
Views: 6058
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Also read
item What is a partnership return or SA800?
item How do I import data from SA800 to SA104 Partnership Pages (Practice User)

Also listed in
folder Tax Return Production -> SA100 Individual Return
folder Tax Return Production -> SA800 Partnership Return