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SAM108012 | Records: SA and permanent notes: adding a new permanent note (Action Guide)

From HM Revenue & Customs · Self Assessment Manual

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

  1. Use function MAINTAIN PERMANENT NOTES to view the Permanent Notes already recorded

  2. On the view screen

* Select the [Add Note] button

  1. On the New Permanent Note screen

* After selecting the relevant Permanent Note from SEES Notes Paster
* Select the [EDIT] button
* Select the [PASTE] buttonYour Permanent Note will now be recorded.