If you're completing an Individual return where you have also prepared a partnership return, you can import the data into the SA104 pages in the tax return by following these steps.

Firstly, you need to ensure that all of the required data is included within Practice Manager. Please check that all of your clients (and the relationships) contain a Unique Tax Reference (UTR) which is required for the data import.

Next, you need to create and process the data in the SA800

1. Open the partnership client in Tax Return Production > open the relevant tax return.
2. Go to:
   • SimpleStep mode – Partnership details > Partners' details and the nominated partner
   • HMRC Forms mode – SA800 > Partnership Management
3. Click on Create Pages.
4. Enter the required details on each of the partner's pages.

Once you have finalised the return, you can then begin the import process on the SA100 tax return as per the below instructions.

Simple Step Mode:

1. Open the Individual return
2. Browse to Your Work > Partnership Management (Please note: UTRs will need to be entered within the SA800 and within Practice Manager for the import to take place successfully. Please ensure these are entered before importing.)
3. Click on Create Pages > Create
4. Information from the SA800 will import into the SA104 pages.
   1. Note if you have multiple trades contained within the SA800 return, you will see both trades listed separately.

HMRC Forms Mode:

1. Open the Individual tax return
2. Browse to Partnership Pages
3. Follow Steps 2-4 above (Please note: UTRs will need to be entered within the SA800 and within Practice Manager for the import to take place successfully. Please ensure these are entered before importing.)

If you are amending any figures on the Partnership return, you will see a Refresh from SA800 button under Actions. Please click this to refresh any figures shown on the individual return.

NOTE: If you need help to create the relationships, please see our article on: How do I create relationships for directors, company secretaries and partners in Practice Manager?

TaxCalc Advanced Training – Importing Partnership Details.