Why are there no changes to the tax calculations once the Residence and Remittance pages have been complete?

Article ID: 2527
Last updated: 07 Jun, 2023

The majority of the boxes presented on the Residence and Remittance pages are for HMRC's information only and therefore no calculations are updated. Usually you would only need to enter the taxable income on the tax return. If you have any non taxable earnings these should be declared in the boxes below:

HMRC Forms Mode:

Residence and Remittance > Page 2 > You will need to complete the wizard (wand icon to the right of the box) for box 21 or 22 depending on which option applies to you.

SimpleStep Mode:

Residence and Remittance > Dual Residence > Complete either of the bottom 2 boxes:

  •  'Tax relief claimed by virtue of an agreement awarding residence to another country'.
  •  'Tax relief claimed because of other provisions of the relevant Double Taxation Agreements'. 

(However this depends on which option applies in your scenario). Click on the wizard icon (the wand icon to the right of the box) to assist with the completion of this wizard. 

The boxes in HMRC Forms Mode which do affect the calculations are listed below:

  • Residence and Remittance > Page 2 > Personal Allowances for non-residents and dual residents > boxes 15-17.
  • Residence and Remittance > Page 3 > Remittance Basis
  • Potentially domicile-  HS300 to check whether personal allowance should be claimed or not. 
  • Residence and Remittance > Page 2 > Boxes 21 and 22.
Article ID: 2527
Last updated: 07 Jun, 2023
Revision: 4
Views: 546
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folder Tax Return Production -> SA100 Individual Return