Manage SA800s for Clients as an Agent

Accountants, bookkeepers and tax agents managing multiple partnerships, including LLPs taxed as partnerships. Ftax supports HMRC’s Self Assessment for Agents online service and standard SA deadlines.

What you can manage in Ftax

• SA800 prep & online submission for each client partnership.
• Partner allocations: set each partner’s profit/loss share (keep clear records if partners change).
• Supplementary pages where needed (e.g. property/investment within the partnership).
• Partner returns: complete SA100 + SA104 for clients as part of your engagement.
• Receipts & audit trail: store HMRC submission acknowledgements with the client record.

Agent toolkit

• Client management to create and organise partnership and partner records.
• Roll-forward/import to reuse prior-year data and reduce re-keying.
• Validation & error checks before submission to catch issues early.
• Receipts download for clear evidence and record-keeping.

• Onboard the client
  • Add the partnership profile and confirm agent authorisation via your HMRC agent account.
• Prepare the return
  • Enter trading income/allowable expenses, apply adjustments, and set the profit/loss split.
  • Attach any supplementary pages where the partnership has other income.
• Quality check
  • Run validation, review partner details (name, address, NI, UTR) and allocations.
• File online
  • Submit the SA800 electronically; store the HMRC receipt in the client record.
• Complete partner returns
  • Each partner files SA100 + SA104 (or you file under your agent engagement) to report their share and settle any tax due

• Paper: 31 October after the tax year
• Online: 31 January after the tax year
• Penalties: late SA800 triggers a minimum £100 fine per partner; partners’ SA100 penalties are separate. Interest/surcharges may apply to unpaid tax.

Note: The partnership itself doesn’t pay tax. SA800 is an information return; partners pay via SA100 (with SA104).

Getting your records in order now makes filing faster and more accurate:

• IDs: National Insurance number; Government Gateway user ID/password (for HMRC authorisation).
• Income: P60/P45, P11D, employment benefits, bank interest, dividends, pensions, state benefits.
• Self-employment (if relevant): income and allowable expenses (software, equipment, use of home, mileage); we’ll activate SA103 automatically.
• Property (landlords): rental statements, agent fees, repairs, mortgage interest restriction notes; we’ll add SA105 for you.
• Capital gains: dates/costs/proceeds for disposals of shares, crypto, or property; we’ll include SA108 where needed.
• Foreign income: overseas interest/dividends/rent; we’ll add SA106 when applicable.
• Reliefs & adjustments: pension contributions, Gift Aid, student loan, marriage allowance, trading/property allowances.

Ftax turns on only the sections you need, validates entries to catch common errors, and produces a calculation you can trust before submission to HMRC.