Knowledge Base - SA100 Individual Return

SA100 Individual Return

	Class 2 when Self Employment / Partnership ceased or started part way through the year If the Lloyds / Self-Employment / Partnership started trading in the middle of the tax year or ceased trading part way through the tax year, please complete the applicable entries listed below. Using SimpleStep mode: Go to Working out your tax > Class 2 & Class 4 NICs maximum charge. ...
	07 Jun, 2023 Views: 3241

	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) >...
	17 Sep, 2024 Views: 3238

	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...
	02 Mar, 2018 Views: 3206

	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...
	28 Mar, 2022 Views: 3130

	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...
	07 Jun, 2023 Views: 2897

	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...
	14 Feb, 2023 Views: 2761

	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...
	25 Mar, 2025 Views: 2755

	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,...
	17 Feb, 2021 Views: 2727

	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...
	13 Mar, 2017 Views: 2402

	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...
	04 Apr, 2023 Views: 2385

	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...
	25 Mar, 2025 Views: 2282

	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...
	06 Jun, 2023 Views: 2271

	Why am I not receiving tax relief for my pension contributions? You'll only see tax relief for your pension contributions if you pay tax at the higher rate. You make pension contributions net of basic tax. If you are a basic rate taxpayer, you receive tax relief in the form of HMRC topping up your payment by 20%. You get the tax relief automatically if...
	20 Aug, 2019 Views: 2256

	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...
	29 Mar, 2022 Views: 2255

	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...
	02 Mar, 2018 Views: 2236