UK untaxed interest

This screen is accessed via the Data Input tab within the tax return. The information entered on this page populates the SA804 pages of the tax return.

• Period start - this is auto populated with the start of the current tax period 6 April [year].

• Period end - this is auto populated with the end of the current tax period 5 April [year].

Return all untaxed income by entering the untaxed income of the accounting periods ended in the period 6 April [year] to 5 April [year].

Data is entered via a grid, a new line will be available once the first entry is made.

Interest and other receipts from UK banks etc

• Description - enter a brief description of the income, this does not appear on the tax return.

• Amount - enter the amount received.

National Savings & Investments received gross

• Description - enter a brief description of the income, this does not appear on the tax return.

• Amount - enter the amount received.

Other income from UK savings and investments

• Description - enter a brief description of the income, this does not appear on the tax return.

• Amount - enter the amount received.

To delete a line from a grid, select the ‘trash can’ icon at the end of the line.