Add or remove modules to the return

You’re able to choose which modules to include in your client’s tax return. Optional modules enable you to enter data which will form part of the submission to HMRC and be included in the tax calculation and reports but which cannot be properly included in core modules.

The following modules are switched off by default but can be quickly enabled.

• Other Information
• Other Tax Reliefs
• Other UK Income
• Trusts
• Foreign (SA100)
• Foreign (SA106)
• Residency
• Capital Gains

To switch on a module

• Click Customisation, choose which optional modules to include then click Apply.

Once you’ve switched on a module, you’ll find it on the navigator by clicking Return Data.