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This text refers to returns from 2008 onwards. Click for the 1997-2000 or 2001-2007 returns.
This section will help to locate the data entry section associated with a particular box on the tax return.
Main ReturnTR1 : Official use TR1 : Your personal details TR2 : What makes up your Tax Return TR2 : Student loan repayments TR3 : Income TR4 : Tax reliefs TR4 : Service Companies TR5 : Finishing your Tax Return
TR6 : Your tax adviser TR6 : Any other information TR6 : Signing your form and sending it back
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Supplementary pages:
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UTR / Tax Reference / Employer Reference - Client Maintenance - Tax tab.
UTR is the unique tax reference
Tax reference is the National Insurance Number
Employer Reference is the client's main PAYE reference
Date Edit Tax Return Dates ('Date Tax Return received from IR' if after the end of tax year, from the Administration section)
Tax Office Address Client Maintenance - Tax tab - Based on the tax district number. The tax district may be set up or changed, if the database out of step with the Revenue's latest changes, via the magnifying glass beside the tax district number.
Client's name Client Maintenance - Basic tab (Client's 'Title' 'Initials' 'Surname')
Client's address Client Maintenance - Address tab. The "main" address is used for the tax return.
Client's date of birth Client Maintenance - Basic tab
Change of name and address - Details on front of return
Contact phone number Client Maintenance - Address tab.
Change of National Insurance number
Boxes in the 'What makes up your Tax Return section will be completed automatically depending on the data entered for the client.
Student Loan repayments:
1 UK bank, building society, unit trust etc.
2 Untaxed UK interest etc.
3 8 Dividends from UK companies
4 8 Dividends from authorised unit trusts and open-ended investment companies
5, 6 8 Foreign dividends and tax taken off foreign dividends
8, 9 8 State pension lump sum and tax taken off
10 8 Pensions (other than state) retirement annuities and taxable triviality payments
11 8 Tax taken off box 10
12 8 type 7 Taxable Incapacity Benefit
13 8 type 7 Tax taken off box 12
14 Total of any other taxable State Pensions and benefits
15 Various Other taxable income
16 Various Total amount of allowable expenses
17 Various Any tax taken off box 15
18 Various Benefit from pre-owned assets
19 Various Description of boxes 15 and 18 income
TR4 : Tax Reliefs
1 88 Payments to registered pension schemes where basic rate tax relief will be claimed by your pension provider.
2 8 Payments to a retirement annuity contract where basic rate tax relief will not be claimed by your provider
3 8 Payments to your employer's scheme which were not deducted from your pay before tax
4 8 Payments to an overseas pension scheme which is not UK-registered which are eligible for tax relief and were not deducted from your pay before tax
5 8 Gift Aid payments made in the year
6 8 Total of any 'one-off' payments in box 5
7 8 Gift Aid payments made in this tax year but treated as made in the previous tax year
8 8 Gift Aid payments made in the next tax year but to be treated as made in this tax year
9 8 Value of any share or securities gifted to charity
10 8 Value of any land and buildings gifted to charity
11 8 If you are registered blind on a local authority or other register
12 8 Name of local authority or other register
13 8 If you want your spouse's or civil partner's surplus allowance
14 8 If you want your spouse's or civil partner's to have your surplus allowance
1 8 Total amount of any income included anywhere on this Tax Return derived from the provision of your services through a service company.
1 8 Tax refunded or set-off
2 and 3 8 If you have not paid enough tax (Do not collect tax through the PAYE code)
4 to 14 8 If you have paid too much tax (Refund bank details)
TR6 : Your tax adviser. Select Program Setup | Practice Options (Must be logged in as MASTER to see this option in Program Setup)
TR6 : 8 Any other information
TR6 : Signing your form and sending it back
20 8 Tax Return contains provisional or estimated figures
21 Enclosing separate supplementary pages, computed by Personal Tax.
22 Signature and date
23, 24, 25, 26 8 Signed on behalf of someone else
1, 2, 3 88 Interest from gilt edged and other UK securities (net, tax and gross)
4, 5 8 Life insurance policy etc. gains on which tax was treated as paid and number of years the policy has been held or since last gain
6, 7 8 Life insurance policy etc. gains where no tax was treated as paid and number of years the policy has been held or since last gain
8, 10, 11 8 UK life insurance policy etc. gains from voided ISAs, number of years the policy was held, tax taken off and deficiency relief
12, 13 Stock dividends and non qualifying distributions and close company loans written off. Data is entered under the Dividend section in Capital Assets.
14, 15 8 Business receipts taxed as income of an earlier year (type 5)
1, 2 8888 Share schemes - the taxable amount and tax taken off
3, 4, 5, 6, 7, 8, 9, 10 8 Taxable lump sums and tax taken off
11 8 Seafarer's Earnings Deduction
12 8 Foreign earnings not taxable in UK
13 8 Foreign tax for which tax credit relief not paid
14 8 Exempt employers contributions to an overseas pension scheme
1 8 Subscriptions for Venture Capital Trust Shares
2 8 Subscriptions for shares under the Enterprise Investment Scheme
3 8 Community Investment Tax Relief
4 8 Annuities and annual payments made
5 8 Qualifying loan interest payable in year
6 8 Post-cessation expenses and certain other losses
7 8 Maintenance payments
8 8 Payments to a trade union etc. for death benefits
9 8 Relief claimed for employer's compulsory widows or orphans benefits schemes
10 8 Relief claimed on a qualifying distribution on the redemption of bonus shares or securities
1, 2, 5, 8, 9 Name Spouse or civil partner's full name
3, 4, 6, 7, 10, 11 8 Transfer details
1 8 Earlier year's losses
2 8 Total unused losses carried forward
3 8 Relief now for 2009/09 trading or certain capital losses
4 8 Tax year for which you are claiming relief
5 to 14 8 Pension savings tax charges and taxable lump sums from overseas pension schemes
15, 16 8 Tax avoidance schemes
17 8 Additional information
1 Calculated Total tax, Student Loan repayment and Class 4 NICs due before any payments on account
2 Calculated Total tax, Student Loan repayment and Class 4 NICs overpaid
3 Calculated Student Loan repayment due
4 Calculated Class 4 NICs due
5 Calculated Capital Gains Tax due
6 Calculated Pension charges due
7 8 Underpaid tax for earlier years included in your tax code for this tax year
8 8 Underpaid tax included in your tax code for next tax year
9 8 Claiming to reduce payments on account
10 Calculated First payment on account for next tax year
11 8 Blind person's surplus allowance you can have
12 8 Married couples surplus allowance you can have
13 8 Increase in tax due because of adjustments to an earlier year
14 8 Decrease in tax due because of adjustments to an earlier year
15 8 Any repayment for next tax year you are claiming now
16 8 Any other information