SA100 TR 4 Box 9: How Do I Record Gift Aid payments made in Securities?

SA100 TR 4 Box 9: How Do I Record Gift Aid payments made in Securities?

  • To add gift aid please use the '+ new page' button on the left of the screen (Ignore this step if you already have the Donations/Gift Aid page added to your tax return)



  • Choose 'Donations / Gift aid'


     

  • Press '+' to add a new expense group


  • Tick 'Donations' and press 'Save'




  • Press '+ ADD' to choose an option from the drop down list


     

  • Select 'Charitable Donation (Securities)' from the drop down list


  1. Enter an 'Amount' and leave all options underneath as 'No'