Data Sources
Adding Data sources
- Click on either of the + Add data buttons on the Self Assessment page
- Scroll down the list and tick the boxes next to each of the sources you want to add.
Some data sources contain subsections, once those data sources are ticked they will expand to show a list. You can deselect the subsections you do not need.
- You can also search for specific data sources using the search bar above.
- In the example below, the term 'bank' has been used to filter the data list and Interest from banks is selected.
- Some data sources e.g., Employment, require you to type in the employer name once you tick the source from the list, as shown below.
- Once you have selected the data sources click + Add selected.
Accessing Data sources
Left menu
Data sources can be opened from the left menu. The list of data sources you have added is displayed on the Self Assessment page on the lefthand side.
- To open a data source select it from the list.
- Clicking on the accordions will expand or collapse the sources.
Useful Information! In the example below, clicking on 'UK Interest' expands this source and displays the sources within.
