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HMRC internal manual

Self Assessment Manual

Records: SA and permanent notes: adding a new SA note (Action Guide)

Where you want to add a new SA Note, follow steps 1 - 3 below.

For details of how to access the SA function, select ‘Index Of Functions’ on the left of the screen.

1. Use function MAINTAIN SA NOTES to view the SA Notes already recorded
2. On the view screen
  * Select the [Add Note] button
3. On the New SA Note screen
  If you are adding a note obtained from the SEES Notes Paster
  * After selecting the relevant SA Note from the SEES Notes Paster
  * Select the [EDIT] button
  * Select the [PASTE] button
  If you are adding a free format SA Note
  * Enter the new SA Note using the Departmental Abbreviations where possible
  * Select the [OK] button

If you wish to add a second SA note, as a continuation of the first (see SAM108020)

  • Indicate at the start of the second note that it is a continuation of the previous SA note    
        Your new SA Note is now recorded