SA100 Individual Return
How do I unlock my return?
Your return is locked if: all fields in TaxCalc are filled in yellow a no-entry symbol appears when you hover over the fields with your mouse you can't enter data into the fields. To unlock the return, follow these steps: Click on File from the top menu. Remove the tick next to Lock...
rating 02 Mar, 2018 Views: 3361
HMRC API - Available Tax Years
The HMRC API can be used with the following years. Note if a submission has already been made, this will not return any data 2023/24 2022/23 2021/22 2020/21 2019/20 2018/19 2017/18 The following years are available but may NOT return relevant data as HMRC are currently conducting...
rating 25 Mar, 2025 Views: 3344
How do I write off small pools in the Capital Allowances grid?
To write off small pools (with a balance of less than £1,000) and claim the allowance, first open the Capital Allowances grid. SimpleStep mode SA100 – Your Work > Self Employment > Short/Full Form – Details > Capital Allowances SA800 – Trades or professions for (XXX) >...
rating 17 Sep, 2024 Views: 3297
Claiming Married Couples Allowance
Married Couples Allowance (MCA) is an age related allowance applicable if at least one spouse is born before 6th April 1935. It could reduce your tax bill by between £353 and £912.50 a year. You can claim Married Couple’s Allowance if all of the following criteria apply: you’re...
rating 28 Mar, 2022 Views: 3221
Class 4 National Insurance Contributions maximum charge when Class 1 contributions are also paid
What is meant by 'maximum charge' HMRC's annual Class 4 National Insurance Contribution (NIC) maximum is the device that limits the amount of Class 4 NICs payable in a tax year in addition to any Class 1 and 2 NICs payable. This means that an individual who is both employed and self-employed...
rating 14 Feb, 2023 Views: 2950
How do I claim reinvestment relief for SEIS shares?
For comprehensive information on the Seed Enterprise Investment Scheme (SEIS), including when you can claim relief, read HMRC guidance: Seed Enterprise Investment Scheme – Income Tax and Capital Gains Tax reliefs. To claim reinvestment relief for SEIS shares you'll need to complete the claim...
rating 07 Jun, 2023 Views: 2949
How much tax will I need to pay in January?
The information you provide within the SA302 calculation will determine how much tax is due. This calculation will then apply any tax already deducted and leave you with a balancing payment (if there's any tax outstanding) or a repayment due (if you've overpaid in tax). If your total tax bill is...
rating 25 Mar, 2025 Views: 2789
Why can't I print PDF attachments?
TaxCalc can only print PDFs created using versions 1.4 to 1.7. To check the version of your PDF, complete the following steps: Open the PDF document. Click on File in the left-hand corner. Click on Properties. Check the version number in the pop-up window. If you can't print the PDF,...
rating 17 Feb, 2021 Views: 2763
Class 2 NIC from 2024/25 - small profits threshold and voluntary contributions
Changes to Class 2 NIC thresholds For tax years 2022/23 and 2023/24, you needed to pay Class 2 NIC if your profits were above the Lower Profits Limit. For 2024/25 onwards, if your profits are above the Small Profits Threshold (£6,725) Class 2 contributions are treated as having been paid to...
rating 29 Apr, 2025 Views: 2488
How do I fix problems with print preview in TaxCalc?
If you're having problems with print preview, follow these steps to reinstall Adobe Acrobat Reader: Uninstall the program: Start > Control Panel > Uninstall a program Uninstall any instances of Adobe Reader Reboot your PC. Go to the Adobe website for the latest version of...
rating 13 Mar, 2017 Views: 2424
Difference between Married Couples Allowance and the Marriage Allowance Transfer
Married Couples Allowance Applicable if you or your partner were born before 6 April 1935. Marriage Allowance Transfer Applicable if you or your partner were born on or after 6 April 1935. To find out more, please click on the applicable link: Claiming Marriage Allowance Claiming...
rating 04 Apr, 2023 Views: 2401
Restricted Finance Costs from Property Income
Restricted Finance Costs from Property Income From 6 April 2017, new rules were introduced to restrict deductions from property income for finance costs for residential properties for individuals . The measure was introduced is to restrict relief for finance costs to the basic rate of income tax...
rating 29 Mar, 2022 Views: 2344
Which box does my mileage figure post to in the wizard?
There are two possible sections in TaxCalc where you can enter the mileage figure. SimpleStep mode: Your Work > Employment > Fringe Benefits > Vouchers, credit cards and excess mileage allowance > Mileage Wizard. OR Your Work > Expenses > Business travel and subsistence...
rating 06 Jun, 2023 Views: 2335
Where do I enter Coronavirus other support grants on a SA100 and SA800
To declare CJRS (Coronavirus Job Retention Scheme) claimed through HMRC, and other grants provided by local government to support businesses through the Coronavirus pandemic please refer to the below instructions on where to declare this. Please note, SEISS grants reference has been removed from...
rating 25 Mar, 2025 Views: 2324
Do I receive tax relief for my Gift Aid payments?
When you make a Gift Aid payment you have to state that you pay enough tax for the charity to claim back the basic rate of tax paid on the donated amount. If you pay the basic rate tax, you won't receive any tax relief. If you're a higher rate taxpayer, you'll receive additional tax relief...
rating 02 Mar, 2018 Views: 2306

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