Page TR3
SA100 TR 3 Box 21: How do I add a Description for Box 17 and 20?
Click on ADD NEW PAGE on the left of the screen (Ignore this step if you already have the Investments, Interest & Dividends (SA100 & SA101) page and skip to ADD INCOME) Select Investments, Interest & Dividends (SA100 & SA101) To begin recording the ...
SA100 TR 3 Box 20: How do I add a Benefit from pre-owned assets?
Click on ADD NEW PAGE on the left of the screen (Ignore this step if you already have the Investments, Interest & Dividends (SA100 & SA101) page and skip to ADD INCOME) Select Investments, Interest & Dividends (SA100 & SA101) To begin recording the ...
SA100 TR 3 Box 19: How do I record Tax Deducted from other UK income?
Click on ADD NEW PAGE on the left of the screen (Ignore this step if you already have the Investments, Interest & Dividends (SA100 & SA101) page and skip to ADD INCOME) Select Investments, Interest & Dividends (SA100 & SA101) To begin recording the ...
SA100 TR 3 Box 18: How do I record expenses against other UK income?
Click on ADD NEW PAGE on the left of the screen (Ignore this step if you already have the Investments, Interest & Dividends (SA100 & SA101) page and skip to ADD INCOME) Select Investments, Interest & Dividends (SA100 & SA101) To begin recording the ...
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
SA100 TR 3 Box 15: How Do I Record Jobseeker's Allowance?
Click on Add New Page (Ignore if you already have the Pensions & Benefits page) Select Pensions and Benefits Select Add Income Choose Jobseekers Allowance from the drop-down list Enter the Amount for Box 15 Click Save
SA100 TR 3 Box 14: How Do I Record Tax Deducted from my Taxable Incapacity Benefit?
Follow the instructions for Box 13 - https://support.gosimpletax.com/portal/en/kb/articles/sa100-tr-3-box-11-how-do-i-record-taxable-incapacity-benefit Enter the Amount of the Tax Deduction in Box 14 Click Save
SA100 TR 3 Box 13: How Do I Record Taxable Incapacity Benefit?
Click on Add New Page (Ignore if you already have the Pensions & Benefits page) Select Pensions and Benefits Select Add Income Choose Taxable Incapacity Benefit from the drop-down list Enter the Amount for Box 13 and Tax Deduction for Box 14 Click ...
SA100 TR3 Box 2: How do I add untaxed UK interest?
Click on + NEW PAGE on the left of the screen if you don't already have the SA100 Investments and dividends page added to your tax return Select the Investments, Interest & Dividends Page Click on + INCOME Select Interest from the drop down list ...
SA100 TR3 Box 1: How do I add taxed UK interest?
Click on + NEW PAGE on the left of the screen Select the Investments, Interest & Dividends Page Click on + INCOME Select Interest from the drop down list Make an entry here for your net interest received: Answer YES to was taxed already deducted Then ...
SA100 TR 3 Box 12: How Do I Record Tax deducted from my Pension Income?
Click on Add New Page Select Pensions and Benefits Select Add Income Choose one of the shown options from the drop-down list Enter the Amount for Box 10 and Tax Deduction for Box 12 Some options will require further information, you should get these ...
SA100 TR 3 Box 11: How Do I Record Pension Income?
Click on Add New Page Select Pensions and Benefits Select Add Income Choose one of the shown options from the drop-down list Enter the Amount for Box 10 and Tax Deduction for Box 12 Some options will require further information, you should get these ...
SA100 TR 3 Box 10: How Do I Record Tax Deducted from my State Pension Lump Sum?
Click on Add New Page Select Pensions and Benefits Select Add Income Choose a Category from the drop-down list Enter the Amount for Box 9 and Tax Deduction for Box 10 Click Save
SA100 TR 3 Box 9: How Do I Record State Pension Lump Sum?
Click on Add New Page Select Pensions and Benefits Select Add Income Choose a Category from the drop-down list Enter the Amount for Box 9 and Tax Deduction for Box 10 Click Save
SA100 TR 3 Box 8: How Do I Record State 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
SA100 TR 3 Box 7: How do I record tax paid on Foreign Dividends? (Up to £2,000)
Click on ADD NEW PAGE on the left of the screen Select Investments, Interest & Dividends (SA100 & SA101) To begin recording the Income Click ADD INCOME Choose the 'Dividend' Category from the drop down list and update the description with the company ...
SA100 TR 3 Box 6: How do I record Foreign Dividends? (Up to £2,000)
Click on ADD NEW PAGE on the left of the screen Select Investments, Interest & Dividends (SA100 & SA101) To begin recording the Income Click ADD INCOME Choose the 'Dividend' Category from the drop down list and update the description with the company ...
SA100 TR 3 Box 5: How do I record other Dividends?
Click on ADD NEW PAGE on the left of the screen Select Investments, Interest & Dividends (SA100 & SA101) To begin recording the Income Click ADD INCOME Choose the 'Dividend' Category from the drop down list and update the description with the company ...
SA100 TR 3 Box 4: How do I record Dividends from UK companies?
Click on ADD NEW PAGE on the left of the screen Select Investments, Interest & Dividends (SA100 & SA101) To begin recording the Income Click ADD INCOME Choose the 'Dividend' Category from the drop down list and update the description with the company ...
SA100 TR3 Box 1: How do I add taxed bank interest?
Click on + NEW PAGE on the left of the screen Select the Investments, Interest & Dividends Page Click on + INCOME Select Interest from the drop down list Enter the NET amount of bank interest received and answer YES to the question 'WAS TAX ALREADY ...
SA100: How do I add property income distributions (PIDs) to my tax return?
Include in box 17 and 19 on TR3 per HMRC guidance: https://www.gov.uk/government/publications/self-assessment-tax-return-sa100/how-to-fill-in-your-tax-return-2022#:~:text=Do%20not%20include-,Property%20Income%20Distributions,-from%20Real%20Estate 1. ...
SA100 : 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
SA100 : 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 SAVE & ...
SA100 : 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 SAVE & CONTINUE then YES Answer YES if you think your Student Loan will be repaid within the next 2 years.
SA100 : 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. You can add this by ...
SA100 TR3 Box 3: How do I add Foreign bank interest? (up to £2,000)
Click on + NEW PAGE on the left of the screen Select the Investments, Interest & Dividends Page Click on + INCOME Select Interest from the drop down list Leave this amount 0 Answer NO to was taxed already deducted Answer YES to was this foreign bank ...
Recent Articles
SA103s Box 22: How do I populate Box 22 to show the Net Loss?
If you have made a Loss, box 22 gets populated automatically based on the entries in boxes 9 to 19. To show self employed income and expenses, please follow the steps below: If you have not added the Self Employed page already, please click on + NEW ...
SA103s Box 21: How do I populate Box 21 to show the Net profit?
If you have made a Profit, box 21 gets populated automatically based on the entries in boxes 9 to 19. To show self employed income and expenses, please follow the steps below: If you have not added the Self Employed page already, please click on + ...
SA103s Box 20: How do I populate Box 20 to show total allowable expenses?
Box 20 gets populated automatically based on the entries in boxes 11 to 19. To show self employed expenses, please follow the steps below: If you have not added the Self Employed page already, please click on + NEW PAGE on the left of the screen. ...
SA103s Box 19: How do I show other allowable business expenses?
To show other allowable business expenses, please follow the steps below: If you have not added the Self Employed page already, please click on + NEW PAGE on the left of the screen. Select Self Employment (SA103) from the list shown: Click on the + ...
SA103s Box 18: How do I show phone, fax, stationery and other office costs?
To show phone, fax, stationery and other office costs, please follow the steps below: If you have not added the Self Employed page already, please click on + NEW PAGE on the left of the screen. Select Self Employment (SA103) from the list shown: ...