Adding schedules to the SA900

For some types of client income you may need to add additional schedules to the SA900 within Sage Trust Tax.

What schedules are available?

The following schedules can be added to the SA900:

  • Trade
  • Lloyds Underwriters
  • Partnership
  • UK Property
  • Foreign
  • Capital Gains
  • Non-Residence
  • Charities
  • Pension Charities

How do I add the schedules?

Any relevant schedules can be added by following these steps.

  1. Open the client in Trust Tax.
  2. Ensure you’re working on an editable copy of the return. If you’re not, select Return > Copy Figures from the menu bar.
  3. From the menu bar, select Return > Add Schedule > choose the required schedule.


 Sage Business Community Team