SA100 TR 4 Box 2: How Do I Record payments into a Retirement Annuity?

SA100 TR 4 Box 2: How Do I Record payments into a Retirement Annuity?


  • Click on Add New Page (ignore this step if you already have the Pensions & Benefits page added to your tax return)

 

 

 

  • Select Pensions and Benefits

 

  • Select + GROUP under EXPENSE section

Click on GROUP

  • Select Pension expense group

Check 'Pension'

  • Select SAVE

Click on SAVE

  • Select + ADD under PENSION section

Click on ADD under the Expense group you have just added

  • Choose Retirement Contract


  • Enter your pension name


  • Enter Amount


  • Select SAVE