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

Article ID: 2292
Last updated: 30 Mar, 2017

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 the Partnerships page:                                                                                                                
    1. SimpleStep Mode: Your Work > Partnership Management > Partnership                                                
    2. HMRC Forms Mode: Partnership
  3. Click on Import from SA800.
  4. Browse and locate the partnership return you've completed (file extension *.tcp).
  5. When you've found the file, choose which individual partner to import.
  6. Select the Import button and the data will filter through to the SA104 Partnership pages.
  7. Repeat the steps above to import the remaining or other partners.

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

Article ID: 2292
Last updated: 30 Mar, 2017
Revision: 11
Views: 5365
This article was:  

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