Page TR5
SA100 TR 5 Box 5: How do I add my Date Of Marriage/Civil Partnership?
Go into the Personal Details Page: Scroll down Complete the Marital Status box then add your Date of Marriage:
SA100 TR 5 Box 4: How do I add my spouse's or civil partner's Date Of Birth?
Go into the Personal Details Page: Complete the Marital Status and Date of Marriage Boxes: Tick that you intend to make the claim and then enter your spouse/civil partner's name and Date of Birth:
SA100 TR 5 Box 3: How do I add my spouse's or civil partner's National Insurance Number?
Go into the Personal Details Page: Complete the Marital Status and Date of Marriage Boxes: Tick that you intend to make the claim and then enter your spouse/civil partner's name, then National Insurance Number:
SA100 TR 5 Box 2: How do I add my spouse's or civil partner's last name?
Go into the Personal Details Page: Complete the Marital Status and Date of Marriage Boxes: Tick that you intend to make the claim and then enter your spouse/civil partner's name:
SA100 TR 5 Box 1: How do I add my spouse's or civil partner's first name?
Go into the Personal Details Page: Complete the Marital Status and Date of Marriage Boxes: Tick that you intend to make the claim and then enter your spouse/civil partner's name:
SA100 TR 5 Box 3: How Do I record that I stopped receiving Child Benefit during the tax year?
Follow the steps in this article to make the original entry: HICBC BOX 1 Answer Yes on the question 'Did you and your Partner stop receiving child benefit payments? (labelled as Box 3): After selecting YES, enter the date you stopped receiving the ...
SA100 TR 5 Box 2: How Do I record the total number of children I received the benefit for during the tax year?
Follow the steps in this article to make the original entry: HICBC BOX 1 Enter the number of children you received for during the tax year (labelled as Box 2): Once happy with your entries, scroll down and press SAVE
SA100 TR 5 Box 1: How Do I record the total Child Benefit received during the tax year?
Navigate to your SA100 Pensions & Benefits page Under the INCOME section, press + GROUP : Then select the 'High Income Child Benefit Charge' option and enter the amount received during the tax year and the number of children you received this for: ...
SA100 TR 5 Box 3: How Do I record that my employer has deducted Postgrad Loan Repayments from my wage?
Navigate to your SA102 Employment page Under the EXPENSE section, press + GROUP : Then select the 'Student Loan' group and SAVE: Then press + ADD on the Student Loan group that has been added: Finally, enter the amount of Student Loan Repayments ...
SA100 TR 5 Box 2: How Do I record that my employer has deducted Student Loan Repayments from my wage?
Navigate to your SA102 Employment page Under the EXPENSE section, press + GROUP : Then select the 'Student Loan' group and SAVE: Then press + ADD on the Student Loan group that has been added: Finally, enter the amount of Student Loan Repayments ...
SA100 TR 5 Box 1: How Do I record that I am due to make Student Loan and Postgrad Loan repayments?
Navigate to the 'Almost there' page: Navigation: How to get to the 'Almost there' page Scroll down to the questions about Student Loan repayments, answer the YES to put 'X' in Box 1 on page TR5: After selecting YES, further options will appear for ...
SA100 Marriage Allowance: How do I make 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. Ensure you click 'Yes' to the box stating 'DO YOU INTEND TO CLAIM MARRIAGE (TRANSFER) ALLOWANCE OR MARRIED ...
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: ...