Knowledge Base - SA100 Individual Return

SA100 Individual Return

	How to enter Voluntary Class 2 NIC for Self-Employment, Partnerships and Lloyds If your profits (self-employment, Partnership and Lloyds) are less than the Small Profits Threshold, (* £6,725 for 2024/25) and you want to make voluntary contributions, please follow these steps. Please note that if the profits are above the threshold, then the boxes should not be ticked. *...
	25 Mar, 2025 Views: 8103

	Basis Period Transition for Partners in 2023/24 From tax year 2024-25 onwards, individuals that are partners in partnerships will be taxed on their share of profits from the partnership that arise in the tax year that runs from 6 April to the following 5 April (the tax year basis). This replaces the previous current year basis of taxation,...
	25 Mar, 2025 Views: 7530

	Where do I declare Class 4 NIC exemption? Class 4 NIC exemption is automatically applied where it is relevant to the taxpayer reaching state pension age before the start of the tax year. If you need to claim this manually for any other reason, you should tick the box Are you exempt from paying Class 4 National Insurance… in one of the...
	24 Mar, 2020 Views: 7499

	Delayed response / Return keeps polling when filing to HMRC If you receive a status from HMRC of Delayed Response when attempting to file online, this usually means that HMRC's processing systems are very busy. This won't affect the submission of the return itself but it does mean that the Submission Finished message won't be as prompt as usual. When...
	26 Sep, 2023 Views: 6981

	How do I offset losses against profits (and also reduce Class 4 NIC)? Set off Against other income You can offset losses against a profit to reduce tax paid. To do this enter the loss amount (which must not be greater than other profit) in the loss schedule in the following places: SimpleStep Your work > Self Employment > Full Form - Details > Losses...
	25 Mar, 2025 Views: 6850

	How do I import data from SA800 to SA104 Partnership pages (Individual User)? If you're completing a partnership return, you can import the data into the SA104 pages in the individual return by following these steps: Open up the individual return. Go to: SimpleStep Mode: Your Work > Partnership Management HMRC...
	21 Mar, 2024 Views: 6351

	Using the Dividend Database This article shows you how to add dividend payments to your tax return If you have imported your previous year’s return into the current year, click on Refresh to update all the payments made in the current tax year. If you have no changes to your holdings they should now all be up to date. ...
	20 Feb, 2020 Views: 6350

	How do I remove duplicate property pages? Duplicate property pages may be created if you've imported a return from last year and: you used the joint import to import income from another individual tax return which contains income from the same property. you have manually entered details with the same property name. You can...
	19 Nov, 2015 Views: 6282

	Where do I report foreign earnings not taxable in the UK? You don't usually have to declare foreign earnings that aren't taxable in the UK on the tax return, however if you do want to declare these earnings please follow the instructions below. SimpleStep mode Go to Residence and remittance > Dual Residence. Complete the wizard for the relevant...
	20 Nov, 2024 Views: 6055

	Basis Period in the transitional year 2023/24 - how to use the basis period calculator Basis Period Entries in TaxCalc (transitional year 2023/24) This article explains the entries to make for the 2023/24 transitional year. HMRC's business manual explains the rules, if you need to familiarise yourself before starting your entries in TaxCalc. You can either enter the adjustments...
	06 Feb, 2025 Views: 6043

	How to use the Pension Input Wizard 2024/25 When should I use the annual pension allowance wizard? If your total pension contributions are close to exceeding your annual pension allowance and/or your pension allowance is likely to be tapered, you can use the wizard to: Calculate excess contributions and possible pension tax charge Keep...
	25 Mar, 2025 Views: 5754

	How do I import a return from the previous year's tax return? (Individual Users) Depending on whether you are looking to import a single tax return file or multiple tax return files, the instructions will vary. Below are 2 videos, the first for importing multiple tax returns and the second for single file. Video 1 - Multiple tax return files Video 2 - Single tax return...
	24 Mar, 2021 Views: 5733

	How do I pay tax due using my PAYE tax code When can you pay tax owed through your PAYE code? You can pay your Self Assessment tax bill through your PAYE tax code, when all of the following apply: You owe less than £3,000 on your tax bill You already pay tax through PAYE, for example, you’re an employee or you get a company pension ...
	25 Mar, 2025 Views: 5729

	How do I print a copy of my return? You can easily print your tax return to a printer or PDF. Please see the below video tutorial for more information. Alternatively, please see the written instructions below: Open the tax return. Click on Check and Finish. Click on Print. Click on Next Step in the HMRC warning message (if...
	08 Nov, 2022 Views: 5724

	What information will I receive when using Fetch Taxpayer Data (HMRC Self Assessment APIs)? HMRC has provided a method of sending information relevant to the completion of a Tax Return called Application Program Interfaces or APIs. This is the first part of their overall Digital transformation project known as Making Tax Digital. This allows TaxCalc to request information held by HMRC...
	25 Mar, 2025 Views: 5606