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.

• Related Articles

• SA101 Ai2 Box 3: How do I show a Taxable lump sum?

  To show a taxable lump sum, please follow the steps belows: click the + NEW PAGE button on the left of the screen: Select 'Employment (SA102) from the list shown: Then add the Employers name and click SAVE: Next click + INCOME Then select 'Lump Sums' ...

• SA101 Ai2 Box 8: How do I show Exemptions for amounts entered in box 4 on Page Ai2?

  To show a Exemptions for amounts entered in box 4 on Page Ai2, please follow the steps belows: click the + NEW PAGE button on the left of the screen: Select 'Employment (SA102) from the list shown: Then add the Employers name and click SAVE: Next ...

• SA101 Ai2 Box 9: How do I show Compensation and lump sums up to the £30,000 exemption?

  To show Compensation and lump sums up to the £30,000 exemption, please follow the steps belows: click the + NEW PAGE button on the left of the screen: Select 'Employment (SA102) from the list shown: Then add the Employers name and click SAVE: Next ...

• SA101 Ai2 Box 5: How do I show Redundancy, other lump sums and compensation payments – the amount above the £30,000 exemption?

  To show Redundancy, other lump sums and compensation payments – the amount above the £30,000 exemption, please follow the steps belows: click the + NEW PAGE button on the left of the screen: Select 'Employment (SA102) from the list shown: Then add ...

• SA100 TR 3 Box 16: How Do I Record Other Taxable State Pensions and Benefits?

  Click on Add New Page (Ignore if you already have the Pensions & Benefits page) Select Pensions and Benefits Select Add Income Choose Other Taxable State Pensions or Benefits from the drop-down list Enter the Amount for Box 16 Click Save