Tax Computation

There is a program setup option that may be used to print the date and time on all computations.

The table, below, shows the description as it appears in the tax computation and the tax return boxes that feed the amount. Trust Management Expenses are deducted from the income when calculating income taxed at the rate applicable to trusts (upto 2004, 2005 onwards and 6.4.05 onwards) (need to have Excel to view this link).

For this reason, Trust Management Expenses will not appear on the computation as a deduction.

Description of Income

Income

Tax

Land and property

3.42

3.21

Foreign savings

4.1

 

Foreign dividends

4.2

 

Gains on foreign life insurance policies

4.6 + 4.8

 

Other foreign income

 4.4 + 4.5

 4.3

UK savings

9.1 + 9.4 + 9.7 + 9.8 + 9.11 + 9.14

 9.3 + 9.6 + 9.10 + 9.13

UK dividends

9.17 + 9.20 + 9.23 + 9.28

 

Gains on UK life policies etc

9.29 + 9.31

 

Other income

9.34

9.33

Deemed income

9.38

 

Company purchase of its own shares

9.40

 

 

 

 

Description of Deduction

Amount

 

Interest on loans to pay inheritance tax

10.1

 

Annuities and other annual payments

10.4

 

Land and property losses

3.16 + 3.43

 

Losses on other income

9.36

 

 

 

 

Items in the Tax Calculation Section

Amount

 

Non-repayable tax

4.7 + 9.16 + 9.19 + 9.22 + 9.27 + 9.30 + 9.39 (may be restricted by deductions)

 

Repayable tax

The 'Tax' items listed in the Income section above

 

Foreign tax credit relief

4.9

 

Recoverable tax on charges

10.3 + 11.2

 

Tax credit on dividends

Computed

 

Tax pool adjustment

Computed

 

Capital gains tax

5.11 @ 28% minus 4.10 (or 5.11 @18% minus 4.10 if gains are before 23rd June 2010)

 

 

Tax Reports