Savings Investments and other Income  

To access this screen, go to Trades | Partnerships | Data Entry | Savings, investments and other income.

Data to appear on the savings pages must be entered manually by the user. The amounts entered on the screen should be the amounts for the return period for that section as specified in the Inland Revenue’s notes.

The screens are split into the three savings categories as laid out on the savings pages of the return.

Income from interest

Without deduction of UK income tax

With deduction of UK income tax

Dividends

Other partnership income

Without deduction of UK income tax

With deduction of UK income tax

If more than one accounting period ends within the tax year then for income returned for the period 6 April to 5 April there will only be one screen which can be accessed through either accounting period.