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Self-Assessment tax return error: details to be checked on roll forward

Self-Assessment tax return error: details to be checked on roll forward

When you Check & Calculate a self-assessment return and you get the error ‘Details to be checked on roll forward’, this means that you have not reviewed the details that are rolled forward into the tax returns from the previous year’s return. To then go into review the details, please complete the following steps:

Individual Tax Return (SA100):

1. From the Individual Tax Return Summary screen, go into each of the supplementary schedules rolled forward by clicking on the arrow symbol to the side of each schedule

2. From within these schedules, to review the entries, open each item and click on Save & Close

3. Go to the Tax Return (SA100) tab

4. You need to go into all the tabs under this section to review entries within the wizards (boxes with a red arrow symbol to its side)

5. Click on the arrow symbol to open the wizards

6. Within these wizards, open the entries individually to review them before clicking on Save & Close

7. Go to the Tax Calculation Summary (SA110)

8. Follow steps 5 and 6

Partnership Tax Return (SA800):

1. On the Partnership Tax Return’s summary screen, select the Trade under Partnership Trade or Income Source

2. Click on Amend

3. From the Partnership Statement (i) screen, go into each of the supplementary schedules rolled forward by clicking on the arrow symbol to the side of each schedule

4. From within these schedules, to review the entries, open each item and click on Save & Close

5. Go to Partnership Statement (ii)

6. Double click on the each of the partner

7. Click on Save & Close on all the partner windows opened

8. Then click on Save & Close on the Partnership Statement screen

9. Go back to the Partnership Tax Return Summary screen to then Check Return

Trust Tax Return (SA900):

1. From the Trust Tax Return Summary screen, go into each of the supplementary schedules rolled forward by clicking on the arrow symbol to the side of each schedule

2. From within these schedules, to review the entries, open each item and click on Save & Close

3. Go to the Trust Estate (SA900) tab

4. You need to go into all the tabs under this section to review entries within the wizards (boxes with a red arrow symbol to its side)

5. Click on the arrow symbol to open the wizards

6. Within these wizards, open the entries individually to review them before clicking on Save & Close

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