Married couples allowance
Use this section to claim Married Couple's Allowance for the tax year.
See HMRC guide for eligibility details.
To enter a married couple’s allowance:
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Select the Data Input tab.
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Select +Add a new section.
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A new window displays.Scroll to the bottom to the allowances section and select Married couple’s allowance.
A new window displays which needs to be completed:
Who is claiming MCA?
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Is the client the husband (or higher earner if married after 5 December 2005)? - tick the box if the taxpayer is the higher earner (or the husband).
Marriage details
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Enter the name of the spouse or civil partner.
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Enter the spouse or civil partner’s date of birth.
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Enter the date of marriage if it was during the tax year.
If client lived with a previous spouse during the year
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Date of birth of previous spouse - this is only required where the taxpayer was living with a previous spouse or civil partner in the year that is being filed, enter the date of birth of the previous spouse or previous partner.
Prior arrangements to share allowance
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Transfer HALF of allowance to lower income spouse? - tick the box if the taxpayer has previously elected to transfer half of the allowance to their spouse or civil partner.
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Transfer ALL of allowance to lower income spouse? - tick the box if the taxpayer has previously elected to transfer all of the allowance to their spouse or civil partner.
Transfer of surplus allowance
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Transfer surplus allowances to spouse? - tick this box to transfer any surplus allowance to the spouse or civil partner.
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Or the amount of surplus allowance to claim from spouse - enter the amount of surplus allowance to claim from the spouse or civil partner.