Disclosure notes and additional options

Data source

To add disclosure notes in the data source:

• Click on Disclosure notes on the top right (this will open the disclosure notes panel).
• Click +Add note and type in the note text.

• Click Save once done.

Self Assessment

To add disclosure notes from the Self assessment screen:

• Click on Disclosure notes on the top right (this will open the disclosure notes panel).
• Select the data source in the first drop down.

• Type in the notes text then click Save.

Remove data

To remove a data source, click on the Delete icon on the top right within the data source screen.

Completed

• The Completed tick box can be seen in each data source on the top right.
• Ticking the Completed box marks the data source section as Finalised on the Self Assessment screen.