How Do I Add a Section K Income Heading?
- Click Income
- Click Record Income
- Click the + icon on the heading line
Select either Investment or the Life & Pension category. Only headings in these 2 categories are included in Section K.
- Type the Name of the heading you wish to add in the box - Hint Include the category name as part of the heading name to help with uniqueness
- Select from the dropdown list the appropriate scope the heading is to use
- N/A - use this if selecting a category other than Investment or Life and Pension
- Lump sum - initial fees paid by a single payment
- Initial - initial fees paid by several smaller payments
- One off
- Ongoing
- Click Save
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