Highlighting significant features
Acting Office offers unique and robust features that enhance efficiency in filing Self Assessment forms for clients. We have carefully built our platform with extensive and well-researched validations that provide immediate assistance and maximum convenience. Our unique features and continuous developments aim to further improve the Self Assessment process.
Detailed forms overview
1. Main Form (SA100)
It provides an overview of incomes in the form of interest, dividends, state pensions, and all other miscellaneous incomes. Additionally, the form also lists tax reliefs and other benefits that could be availed by the individual. Expand all forms using the drop-down arrow and input the relevant information.
Main Form (SA 100)
2. Additional Information (SA101)
Used for less common income types, deductions, and tax reliefs.
3. Employment (SA102)
Input employer details, including name and PAYE reference number. Pre-entered information will auto-populate in the form.
Employment (SA 102)
4. Self-Employment (SA103)
Toggle between long and short formats. If turnover exceeds £85,000, a popup will alert you and facilitate migration to the full form.
Self-employment (SA 103) 
Pop up alert for migration from SA103S to SA103F
5. Partnership (SA104)
For income from partnerships, input the description and UTR number. You can add new partnerships using the 'Add' icon.
Partnership (SA 104)
6. UK Property (SA 105)
For income from UK properties, input the property name, share percentage, and address.
You can manage properties using the add, edit, or delete icons.
UK Property (SA 105)
7. Other Forms
Foreign Income (SA 106)
Trusts, etc. (SA 107)
Capital Gains Tax Summary (SA 108)
Residence, Remittance Basis (SA 109)
8. Tax Calculation Summary (SA 110)
A detailed overview of all inputs is stored here.
Tax calculation summary (SA 110)
9. Additional workings and attachments
Attach any additional documents using the 'Additional Information' space.
Additional workings and attachments
Additional features
1. Reset all information
A Reset option is available to delete all inputs concerned with a particular form with a single click.
2. HMRC guide
For assistance, click on any box number to open the HMRC guide.
3. Expand/collapse tax return
Use the Expand All icon to view detailed descriptions of all fields. Once complete, use Collapse All to compress the return.
4. Notes and attachments
Add internal notes or attach files for future reference.
5. Go to box
You can search for specific boxes and information directly from here, and a list of relevant boxes will appear, allowing you to quickly navigate to the appropriate section.
6. Preview
When preparing a tax return for a client, the preview option enables users to view the impact of changes on the overall tax liability in real-time, along with the presentation of the SA302 form and other supplementary forms.
7. Input additional information
Information can be saved with a single click. Simply select the designated box and enter all relevant details into the assigned fields. For example, you can input a list of bank accounts from which interest income is received to record income in more details.
8. Settings option
Utilise the settings icon to manage logs, edit or reset the relevant tax return.
Logs
Logs will provide a comprehensive overview of all the actions related to the tax return, including dates and time when the changes were made along with the user details.
Edit tax return
You can also edit details about a concerned tax return by clicking on the icon, a window will appear to initiate the process of editing the tax return. If an amended return needs to be submitted, you can simply do that by selecting the ‘Amended’ option. Toggle the switch if there have been any changes to the address during the period. For manual Class 2 NIC calculations, toggle the switch and enter the details about rate and number of weeks. Click ‘Save’ to finalise all changes.
Managing tax returns
1. List of tax returns
View a list of all tax returns, filter by status, or search for specific returns.
2. Edit, preview, and download
Use the pencil icon to edit returns before submission. Preview and download tax returns in PDF format.
3. The three dot menu
Use Submit to HMRC button in the three-dot menu to submit the required tax directly to HMRC. You can also record payments using the Tax Payment button.
Once a report has been submitted to HMRC and further changes are required, an amended tax return must be filed. In such cases, the Clone functionality in Acting Office can be utilised. This feature allows you to duplicate the existing tax return, copying all the information into a new return. You can then make the necessary adjustments and proceed as needed.
Tax return can be deleted using the Delete icon. The same would not be deleted from the system but available for restoration in the deleted filter.
4. Tax return status
Monitor current stages of return through the status column showing Draft, Review requested, Reviewed, E-signature created, Accepted by client and Submitted.
5. Payment records
After submission, a currency icon allows to record tax payments.
Recording payments
6. Amending/editing a tax return
After submitting the tax return for the relevant period to HMRC, if there are some changes that need to be incorporated to the return, you can proceed to file an amended tax returns. If any changes are made to once submitted tax returns, these are flagged as ‘Amended’. You can also clone an existing tax return, provide necessary changes and then proceed further to file an amended tax return.
Post-preparation Stage
Once drafts are prepared, we recommend segregation of duties as a control for internal review processes. This helps to ensure that no work is completed by a single individual and work done by one person is reviewed by another person, ensuring more accuracy and enhancing qualitative aspects of reports.
Review requests
After completing the preparation process, while you are in a particular return, send a review request using the designated button on left corner towards bottom of the screen.
Reviewer Selection:
Assign a reviewer, add remarks, and attach working files as needed. On sending a review request, the reviewer will get an email notification and an action would be created on the reviewer’s actions tab of the dashboard.
Review requests once sent can be rolled back by clicking on the rollback option helping you to rectify any errors.
Review process at reviewer's end
Click on 'Review' to examine the forms, computations, all navigable through the 'Next' button. Reviewers can also download the working file attached by the preparer while sending the review request by clicking on the download workings button.
Reviewers can re-assign the review requests to another individual by clicking on the 'Change reviewer' button.
Reviewer can finally approve or reject to proceed further.
Once a review request is actioned, an email notification will be sent to the preparer. After completing the review process, you can now send drafts for clients approval through e-signatures.
Creating an e-signature
Click on the 'Create e-signature' button. The reports connected with the current report would automatically be displayed as e-signature attachment. You can change the review items by selecting the reports for inclusion in the e-signature.
Click on 'Save' to proceed.
Sending e-signature to client
Once an e-signature is created, click on email icon just beside e-signature, the email content and the contents of e-signature would be auto-populated based on practice side options.
Optionally, in the case of any changes, utilise the 'Rollback' option to revert back and make changes.
E-signature process at the client end
Once he clicks on the button containing the link to the e-signature in the email and authorising through OTP, the files attached are available for review and can also be downloaded by clicking on download button.
Further, by clicking on the 'Accept button', a box will appear to add a signature.
Clients need to add a signature in a text or draw format, or they can also upload the signature from their system.
Once satisfied, click on 'Sign' to confirm.
Upon completion of the process by client, the report will be marked as Accepted by Client and an email notification would be received.
Submission of reports to HMRC
Click on Submit at the top right corner and review the submissions for any validations, and a final copy of forms and then set up the credential. Users have an option to mark a checkbox to use agent credentials or provide a username and password. Click 'Next' to proceed.
Finally, click the 'Submit' button to make the filing to HMRC.
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