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- Click ‘Get Form’ to open the SA900 in the editor.
- Begin by reviewing the introductory section, which outlines your responsibilities as a trustee or personal representative. Ensure you understand the deadlines for submission.
- In Section 1, indicate if you are exempt from answering all questions by ticking the appropriate box. If applicable, proceed directly to Question 17.
- For Sections 2 and 3, answer Questions regarding income and capital gains. Use our platform's text fields to input your figures accurately.
- If supplementary pages are needed, download them directly through our platform and ensure they are filled out correctly before submission.
- Finally, review all entries for accuracy and completeness before signing and submitting your form electronically via our platform.
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