SA100 TR 4 Box 3: How Do I Record payments into a Employer Scheme with no tax relief claimed?
PLEASE ENSURE YOU MEET THIS CRITERIA BEFORE MAKING AN ENTRY - THIS IS A RARE OCCURRENCE
In some schemes, an employer takes your personal contributions from your pay before they tax
what’s left. If you (or someone else who is not your employer) paid into such a scheme and no tax relief was given, you can claim that tax relief now. Put the total unrelieved amount you paid in the 2022 to 2023 tax year in box 3.
This may happen if:
• you paid more contributions than you earned in that job
• your employer could not take any contributions from your pay before taxing it, for example if you were paid close to 5 April
• you’re not an employee but are a member of a public services pension scheme or a marine pilots’ fund
Do not include any personal contributions that had relief at source, such as a group personal pension scheme.
- Click on Add New Page (ignore this step if you already have the Pensions & Benefits page added to your tax return and skip to the drop down menu list)
- Select Pensions and Benefits
- Select + GROUP under EXPENSE section
- Select Pension expense group
- Select SAVE
- Select + ADD under PENSION section
- Choose Employer pension scheme
- Enter your pension name
- Enter Amount
- Select SAVE
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