SA100 submission to HMRC

SA100 submission to HMRC

SA100 submission to HMRC


Once your client has approved their return, you can submit it to HMRC. Submission generates an IR Mark (receipt ID) as proof that HMRC has received the return.


Prerequisites

Before you can submit:

Client approval obtained (through any means: software approval, post, email, verbal, etc.)

HMRC Online Services credentials entered in your Agent Profile

All mandatory fields completed on the tax return (no validation errors)

Online Services credentials are for SA100 submissions. Agent Services credentials are for MTD submissions.

How to Submit

  1. Go to Tax Submission 

  2. Select tax year 

  3. SA100 Submission tab

  4. At the bottom of the page, you'll see three buttons: Submit to HMRC, Request client approval, and Mark as ready for review

  5. Tick the checkbox: I confirm that my client has received a copy of the information contained in this return and approved the information as being correct and complete to the best of their knowledge and belief

  6. Select Submit to HMRC

  7. A modal appears asking for your HMRC Government Gateway password

  8. Enter your password and select Next

  9. The system submits the return to HMRC

After Submission

You'll see:

  1. Receipt ID (IR Mark) — Proof the return was received by HMRC
  2. Submission date
  3. Tax calculation breakdown

Your client receives:

  1. An email confirming submission (if they're connected to the software)
  2. Login link to access and download the submitted return

Your dashboard:

  1. Client tile moves to the Submitted column on the kanban board


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You can:

  1. Download the tax return PDF

  2. Download the submission report (includes IR Mark, submission date, and all submitted information)

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Need help?
If you have any further questions or need technical support please contact ApariPro Support here.

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