How do I remove text above box 19 in Additional Information?

If you import your tax return from the previous year, you might see imported text above box 19 of the Additional Information section. This text often relates to data contained within a wizard such as losses, pensions and so on. 

If this data is not required in the current year, you’ll need to remove this. To find out where the information is appearing from please click on View at the top of your screen > Additional Info. You will see a list of the additional information boxes you have filled in. Each will have a go link which should take you to the location to delete the data as required.

To remove the data from other boxes within the return, please see the instructions below:

Dividends/pensions

SimpleStep Mode:

Other Income > Savings and Investments > Shares and unit trusts > Dividends and other qualifying distributions from UK companies > Click into the wizard > Remove the imported description rows.

HMRC Forms Mode:

SA100 Core Return > Page 3 > Box 4 > Click into the wizard > Remove the imported description rows.

Capital Gains losses

1. Ensure you are in HMRC Forms mode.
2. Browse to SA100 Core Return > Page 2 (What makes up your tax return).
3. Change the radio button to No for Capital Gains summary. - please note if you do this it will completely clear all capital gains data (including any losses brought forward).

If you are still experiencing difficulties when trying to remove the text, please follow the instructions as per our article for How do I send my tax return to TaxCalc? to allow a support advisor to revert back with the instructions required to clear the text.