SA109 Residency Page
SA109: Which UK ties do I need to enter for non-residence?
If you're claiming non-residence tax, you need to enter your UK ties in 'HOW MANY TIES TO THE UK DID YOU HAVE DURING THIS TAX YEAR? (BOX 12)'. This can be found under 'Residency (SA109)' > 'Residence status' as can be seen below: To list the ties ...
What should I do if my income falls within restrictions under a double tax treaty?
If your income falls within restrictions under a double tax treaty, you should look at the following help sheets: HS302 [Dual residency] - https://www.gov.uk/government/publications/dual-residents-hs302-self-assessment-helpsheet HS304 [Non-resident] ...
I have completed my tax return on HMRC website but I need to submit a SA109 form, can I use GoSimpleTax?
If you are required to complete the SA109 form, you must use a third party software for the FULL return and you can't make 2 separate submissions - any HMRC guidance on this is incorrect. If you were to submit your return on HMRC and then file the ...
How to fill in BOX 40 (Additional Information) in Residency SA109
1. Click '+ NEW PAGE' located on the left of the screen and then scroll down until you see 'Residency (SA109)'. Select this option. 2. Scroll towards the bottom until you find 'Additional Information (Box 40)', then fill it in with any information ...
SA109 - How do I add my HS302 or HS304 form?
1. Click on '+ NEW PAGE' located on the left of the screen, then scroll down and select 'Residency (SA109)'. 2. Fill in all of the entries 3. Click 'SAVE' 4. Click on 'UPLOAD HS302/HS304' located towards the top of the screen 5. Click 'BROWSE' and ...
SA109 : Non Resident Case Study 3 - Leaving UK & Split Year Treatment with return visits to the UK
CASE STUDY 3 Kirk emigrated from the UK on 6 January 2020 to live with his girlfriend Akiko in Japan. He had always previously been resident in the UK. Kirk moved out of his UK home on 5 January 2020. The property is currently on the market to be ...
SA109 : Non Resident Case Study 2 - Leaving UK & Split Year Treatment partner joins at later date.
CASE STUDY 2 Case Study 1 RECAP: 'Venessa left the UK on 1 November 2019 to work permanently in France. She currently completes a tax return as she receives dividend income from her UK investments and also rents out a property. She has always been ...
SA109 : Non Resident Case Study 1 - Leaving UK & Split Year Treatment
CASE STUDY 1 Venessa left the UK on 1 November 2019 to work permanently in France. She currently completes a tax return as she receives dividend income from her UK investments and also rents out a property. She has always been UK resident. She ...
SA109 : Guide to split year treatment as non-resident leaver
When you leave the UK during a tax year, you still have reporting responsibilities with HMRC for the year you leave and perhaps beyond. It can be a confusing bunch of affairs but hopefully this guide will help alleviate those headaches. It is worth ...
SA109 : How do I add a Personal Allowance if I am Non Resident?
If you are Non Resident and entitled to claim the Personal Allowance, you need to claim this in the Residency pages. You need to go into the Residency Page, then click EDIT, then click on the Personal Allowances Tab and complete the relevant boxes.
SA109 : How to find Domicile questions
Please note - Domicile is not the same as nationality or residence. Usually you have your domicile in the country where you have your ‘real’ or permanent home and you cannot be without a domicile pr have more than 1 domicile at the same time There ...