SA100 & SA101: How do I copy my 'Investments, Interest and Dividends' entries to another user?

1. Once you're on the 'Investments, Interest and Dividends' page, click on 'COPY TO'

2. Fill in the following entries and then click 'COPY'

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  1. Once you're on the 'UK Property (SA105)' page, click on 'COPY TO' 2. Fill in the following entries and then click 'COPY'

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  1. Once you're on the 'Capital Gains (SA108)' page, click on 'COPY TO' 2. Fill in the following entries and then click 'COPY'

• SA100 SA101 : Investments, Interest and Dividends

    Almost all income obtained through interest or dividends must enter your Tax Return and most investments are entitled to tax relief. Annual investment statements may show three amounts: ‘gross interest’, ‘tax deducted’ and ‘net interest’. You must ...

• SA100 : How do I record Investments & Dividends?

  Click on ADD NEW PAGE on the left of the screen  Select Investments, Interest & Dividends (SA100 & SA101) To begin recording the Income    Click ADD INCOME   Choose the Category from the drop down  list           

• SA100 : How do I add bank interest?

  Click on + NEW PAGE on the left of the screen    Select the Investments, Interest & Dividends Page   Click on + INCOME Select Interest from the drop down list  Enter the amount and SAVE