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 38: How do I show CIS tax deducted?
To show CIS tax deducted, 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 + INCOME button: ...
SA103s Box 37: How do I show I am exempt from paying Class 4 NICs?
To show you are exempt from paying Class 4 NICs, 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: Once the ...
SA103s Box 36: How do I show I want to pay Voluntary Class 2 NIC contributions?
You can elect to make voluntary class 2 voluntary contributions if you have added a Self-Employment page and your profit is below the Class 2 NIC limit. You can make the claim in the software on the ALMOST THERE page. To get to this page, please ...
SA103s Box 35: How do I populate Box 35 to show the total loss to carry forward after all other set-offs?
If you have made a Loss, Box 35 gets populated automatically based on the entries in boxes 9 to 34. 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 34: How do I set off the self employed loss against other income for 2024–25?
If you have a Self Employed loss from the current year and want this to be carried back to previous years and set off against income (or capital gains), please follow the steps below: If you have not added the Self Employed page already, please click ...