Tax adviser and signatory details (SA900)

Tax adviser details are for memo purposes and are no longer included on the Tax Return

‘Choose tax adviser branch/office/dept’ Choose from the drop down list of offices, branches or departments in order to select the tax adviser.
‘Name of tax adviser’ This field shows the name of the selected tax adviser.
‘Phone number’ This field shows the tax adviser phone number.
‘Address’ This field shows the tax adviser address.
‘Reference’ Enter the reference.
‘Client’s daytime telephone” This field will be used to populate the Client’s Daytime Telephone Number box on the Tax Return. This can be left blank if required.

Use this section when a signatory is signing on behalf of the tax payer.

‘Date signed‘ Enter the date signed.
‘Name of signatory’ Enter the name of the signatory.
‘Address of signatory‘ Use the Change address button to enter the address of the signatory. See entering addresses in Taxfiler.
‘Capacity in which signing‘ Enter the capacity in which the signatory is signing the Tax Return (e.g. Executor).

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