SA101 Ai2 Box 4: How do I show Lump sums or benefits received from an Employer Financed Retirement Benefits Scheme excluding pensions?

SA101 Ai2 Box 4: How do I show Lump sums or benefits received from an Employer Financed Retirement Benefits Scheme excluding pensions?

To show a lump sums or benefits received from an Employer Financed Retirement Benefits Scheme (excluding pensions) please follow the steps belows:

  1. click the + NEW PAGE button on the left of the screen:

  1. Select 'Employment (SA102) from the list shown:


  1. Then add the Employers name and click SAVE: 

  1. Next click + INCOME 


  1. Then select 'Lump Sums' from the drop down list:


  1. Once you have selected the relevant category, enter the details in the box shown below:


Then click SAVE.