SA100 Main Tax Return
Where do I record my pension contributions?
To receive tax relief for your pension contributions, please follow these instructions: EMPLOYER CONTRIBUTIONS You are not entitled to any tax relief of pension contributions made by your employer directly into your pension pot. EMPLOYMENT ...
What are payments on account? And why do I have to pay them? Can I reduce my payments?
You will be required to make payments on account if: your Self Assessment tax bill is more than £1,000; and you pay less than 80% of all the tax you owe through PAYE, for example through your tax code or because your bank has already deducted ...
How do I add my bank details so HMRC send my refund to my bank account?
You can add your bank account details, for receiving a refund from HMRC, on the 'Almost there' page. Please: 1. Click VALIDATE MY TAX RETURN 2. Select YES to the question: Would you like to receive repayment via bank transfer? update the details ...
Additional information BOX19 on TR7
You can add information into BOX 19 on TR7 on the Almost There! page. Please press VALIDATE MY TAX RETURN or SAVE & CONTINUE Then, YES Then, scroll down to the text box to enter additional information you would like HMRC to see in BOX 19 This will ...
How do I add a chargeable event to my tax return?
If you have a chargeable event certificate and need to declare this on your tax return this is added as income on the Savings & Investments (SA100 & SA101) page. First add the Savings & Investments page: Choose Savings & Investments From the new ...
How to beat the changes to child benefit
In an effort to save £1.5 billion in the next year, HMRC have introduced the HICBC. As of the 7th January 2013, child benefit will be means-tested; taxpayers with an income greater than £50,000 who also receive child benefit will need to decide ...
How do I add gift aid and payments to charity on my tax return
To add gift aid please use the '+ new page' button on the left of the screen and from the available pages choose 'Donations / Gift aid' Once created and a new group called 'Donations' you can then choose the type of donation you wish to enter.
Income tax refunded or set off by job centre
Income Tax Refunded goes on the ALMOST THERE PAGE Click on VALIDATE MY TAX RETURN Click on YES to proceed see image below - answer YES and enter the amount Click on REVIEW CALC and proceed to save changes To go back to the main page click on EDIT
Pension Tax Relief
Are you worried about your pension fund? Retirement is a daunting prospect, and saving for the future should always be a top priority. Today, SimpleTax will explain the basics about pension tax relief; how does it work and what are the limits? ...
Investments, Interest and Dividends
Almost all income obtained through interest or dividends must enter your Tax Return and most investments are entitled to tax relief. Annual investment statements may show three amounts: ‘gross interest’, ‘tax deducted’ and ‘net interest’. You must ...
How do I record my Child Benefit Charge?
Please see the video below or step by step instruction on how to make this entry. Click on + NEW page Select Pensions & Benefits from the list displayed Click SAVE On this page, Select High Income Child Benefit Charge from the ...
How do I enter a claim for Marriage Allowance Transfer (MAT)?
To enter the Marriage Allowance Transfer claim you will first need to amend your Personal Details to include your Spouse/Civil Partner details. You will also have to answer to some questions on the almost there page. You will sent to the 'Almost ...
How Do I Record Pension Income?
Click on Add New Page Select Pensions and Benefits Select Add Income Choose a Category from the drop-down list Enter the Amount and Click Save
How do I record Investments & Dividends?
Click on ADD NEW PAGE Select Savings & Investments To begin recording the Income Click ADD INCOME Choose the Category from the drop down list Enter the AMOUNT Select YES or NO on the radio button question Click SAVE to add the ...
My address is different to that held by HMRC how do I advise them of the change?
Click on SAVE & CONTINUE then YES You will then be taken to the ALMOST THERE page. Select YES on the radio button question; Is your address different to that held by HMRC? Enter the date on which you changed your address
I have income tax refunded in the year, how do I add this to my tax return?
This may be a repayment of CIS deductions (if you work in the construction industry), PAYE tax or tax paid on savings income. It may also be an amount reallocated by HMRC to an existing debt. When you are ready to file your TAX RETURN Click ...
Will your Student Loan be repaid in 2 years?
If you think your loan may be fully repaid within the next 2 years you will need to indicate this on your Tax Return. Click on Validate My Return Click on YES to proceed. Answer YES if you think your Student Loan will be repaid within the ...
Business Receipts Taxed as income in earlier year
If, after your business ceased, you received any business receipts that need taxing as income of an earlier year, put you can report this by following the steps below Click on the Investments, Interest and Dividends Page Click on + Income ...
How do I add bank interest?
Click on + NEW PAGE Select the Investments, Interest & Dividends Page Click on + INCOME Select Interest from the drop down list Enter the amount and SAVE