Knowledge Base - SA100 Individual Return

SA100 Individual Return

	Can I submit the SA200 short tax return in TaxCalc? You can't submit the SA200 short tax return in TaxCalc but you can use the longer SA100 tax return. You can file an SA100 either: on paper by 31 October or online by 31 January. TaxCalc will calculate any liability or repayment due, saving you time and ensuring you are aware of any...
	02 Mar, 2018 Views: 2182

	How do I carry back partnership losses? To carry back a partnership loss for the current year to a previous year, you need to make a manual adjustment to your SA100 tax return for the year in which the loss occurred. You don't need to re-submit your return for the previous year and this cannot be done via the SA800 tax return. To...
	01 Aug, 2022 Views: 2066

	When do I make payments on account? You'll usually have to make two payments on account for the current year's tax: One by 31 January in the current year. One by the following 31 July. Each payment is half of the tax due for the previous year. For example, for the tax year 2024-25 (6 April 2024 to 5 April 2025), the first...
	25 Mar, 2025 Views: 2018

	Where do I enter any credit already on my HMRC account? Enter any credit already on your HMRC account in SimpleStep or HMRC Forms mode. SimpleStep mode Go to Working out your tax > Payments on account. Enter the credit amount in the box Please also enter here any other payments or credits towards... HMRC Forms mode Go to Payments on...
	29 Mar, 2022 Views: 1991

	Class 2 NIC from 2022/23 - small profits threshold and voluntary contributions Changes to Class 2 NIC thresholds Prior to the 2022/23 tax year you needed to pay Class 2 NIC if your profits were above the Small Profits Threshold. For 2022/23 onwards, you pay Class 2 NIC if your profits are above the Lower Profits Limit (which is £11,908 in 2022/23). When can I pay...
	14 Jun, 2023 Views: 1967

	Claiming relief on P2P loans To claim relief on peer-to-peer (P2P) loans for the current tax year (2024/25), you will need to make a manual reduction before entering figures onto the return. Please see the guidance published by HMRC (Income tax relief for irrecoverable peer to peer loans guidance) for more information....
	25 Mar, 2025 Views: 1948

	What do I do if a provisional field validation message appears but there are no provisional fields? If you receive a provisional field validation message when there are no provisional fields, you need to un-mark the return as provisional. SimpleStep mode (SA100) Select Other Information from the left-hand menu. Un-tick the second box 'Any of the figures you have given are provisional'. ...
	23 Mar, 2021 Views: 1937

	How do I import data from SA800 to SA104 Partnership Pages (Practice User) If you're completing an Individual return where you have also prepared a partnership return, you can import the data into the SA104 pages in the tax return by following these steps. Firstly, you need to ensure that all of the required data is included within Practice Manager. Please check that...
	24 Sep, 2024 Views: 1904

	I can't import partnership profits to individual return If you can't import partnership profits to an individual return, make sure that the two are linked in the partnership return: Launch Practice Manager. Select partnership return. Right click; Open In> Tax Production> Open. Click on Add New Partner. Enter details for the new...
	07 Feb, 2020 Views: 1879

	Capital Gains Tax (CGT) on HMRC Forms Please see the following instructions on how to complete the Capital Gains Tax (CGT) pages on HMRC Forms Go to Capital Gains > Do you want to complete the Capital Gains page? ‘Yes’ > Do you wish to use Forms Mode? ‘Yes’ HMRC Forms mode is a form filling exercise where you...
	04 Apr, 2023 Views: 1769

	What is a 5093 Invalid authentication type error? When you receive the 5093 error message, this is because the UTR details entered when attempting to file are incorrect, or they do not match what HMRC are expecting. This message is sent directly from HMRC as the portal does not recognise the UTR for the chosen service. This error is common...
	09 Jun, 2021 Views: 1739

	HMRC Filing Exclusions and Special Cases 2021/22 HMRC Filing Exclusions 2021/22 Exclusions have arisen due to the previous introduction of additional allowances and bands for certain types of income, making the calculation of the tax liability more complex. HMRC systems expect our software to match their method of calculation in order for the...
	20 Apr, 2023 Views: 1719

	How do I apply the Scottish tax rate to my return and what impact does this have? When using TaxCalc, the tax return should automatically have the tax rate applied based on the postcode of the address on the return. Therefore the return will automatically apply the Scottish rate if there is a Scottish postcode. If this doesn't happen, please ensure that you are running the...
	25 Mar, 2025 Views: 1688

	How do I import joint income between two tax returns (Practice User)? You can import income from one return to another by following these steps: Open up an SA100 tax return. Select Joint income importing from the left-hand menu. Select Import joint data. Browse and search for the client you want to import the data from. Click on Select. Select the tax return...
	11 Aug, 2015 Views: 1677

	Age-related allowance In previous years, if you were 65 or over, you may have qualified for an additional age-related allowance on top of your personal allowance. Unfortunately since 2016/17, there is no additional allowance which can be claimed. See the table below for figures for 2016–17 and previous tax years. ...
	24 Mar, 2025 Views: 1656