How do I enter multiple entries for Capital Gains Tax on my SA900 return?

Article ID: 2366
Last updated: 23 Mar, 2021

To enter multiple entries for Capital Gains Tax on your SA900 return, follow these steps:

  1. Go to Capital Gains > CG 1.
  2. Enter the figures for gains and losses. 
  3. If you have different types of disposal, column AA, type Q,U,L,O you may need to split further.
  4. Add a further page if you have lots of types of losses.
  5. Enter the date of 01/01/2001 for acquisition and a date in the current tax year for disposal.
  6. Enter See attached summaries in Box G.
  7. Enter figures for any boxes highlighted in pink.
  8. Go to Check and Finish > Attach > Add PDF.
  9. Add a PDF of your calculations.

Creating a PDF

You need to create a PDF showing how you calculated the chargeable gain/loss figures. You can do this from an Excel spreadsheet or you can scan in a paper copy. The total size of all attached PDF files must not exceed 3.75 Mb.

You must follow these rules when naming your PDF:

  • Use only lower case letters and numbers (a–z and 0–9).
  • Don't use spaces, & - _ ' or other characters.
  • Use a maximum of 15 characters.
Article ID: 2366
Last updated: 23 Mar, 2021
Revision: 6
Views: 1044
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folder Tax Return Production -> SA900 Trust Return