Marking Documents as Not Applicable

If your accountant has listed a document as optional and it doesn't apply to you (e.g. no P45 because you didn't change jobs), you can mark it as Not Applicable.

To mark as N/A:

1. In the Document Checklist, find the optional requirement
2. Check the "N/A" checkbox on the right side of the row
3. A dialog appears asking why this doesn't apply
4. Pick a quick reason from the chips, type a custom reason, or skip
5. Click Confirm to mark as N/A

Once marked N/A:

• The requirement moves to a collapsed "Not applicable" section at the bottom of the optional list
• Your accountant sees this and won't expect a document
• You can restore it any time by unchecking the N/A box

Required documents cannot be marked N/A — only your accountant can change them via their interface.