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 ...
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SA101 Ai1 Box 15: How do I show the tax year income to be taxed?
To show the tax year income to be taxed, please follow the steps belows: click the + NEW PAGE button on the left of the screen: Select 'Investments, Interest & Dividends' (SA100 & SA101) from the list shown: Then click SAVE Next click + INCOME Then ...
SA101 Ai1 Box 14: How do I show the amount of post-cessation or other business receipts?
To show the amount of post-cessation or other business receipts, please follow the steps belows: click the + NEW PAGE button on the left of the screen: Select 'Investments, Interest & Dividends' (SA100 & SA101) from the list shown: Then click SAVE ...
SA101 Ai1 Box 13.1: How do I show close company loans written off or released?
To show close company loans written off or released, please follow the steps belows: click the + NEW PAGE button on the left of the screen: Select 'Investments, Interest & Dividends' (SA100 & SA101) from the list shown: Then click SAVE Next click + ...
SA101 Ai1 Box 13: How do I show Bonus issues of securities and redeemable shares?
To show Bonus issues of securities and redeemable shares, please follow the steps belows: click the + NEW PAGE button on the left of the screen: Select 'Investments, Interest & Dividends' (SA100 & SA101) from the list shown: Then click SAVE Next ...