State pensions and benefits (MTDIT)

Use this section to pull the client's pension and benefits details from HMRC and also enter any details manually.

Prerequisites

HMRC holds records of your pensions and benefits for that tax year. IRIS Elements retrieves any relevant records from HMRC. To do this, you must authorise IRIS Elements with HMRC for MTD submissions.

Update pension and benefits details

    Refer to the HMRC Tax return for Self Assessment guidance if needed (opens in a new tab).

  1. Open the required tax return.
  2. Select the Data input tab.
  3. Select Add a new section....
  4. Under Other non-savings, select State pensions & benefits.

    If the section is crossed through, it has already been added to the tax return. To adjust it the existing values, close the window and select the section on the Data Input tab.

  5. Select Retrieve State Benefits.
  6. If no records appear under HMRC State Benefit Records, you must check your connection to HMRC before continuing.
  7. You can select Refresh Records here to make sure the up-to-date information is retrieved.
  8. If any records need updating, adjust the details as required then select Save.
  9. If any records are missing, select the Benefit Type and enter the Start Date and End Date then select Create Record. IRIS Elements uses this information to create a new record in HMRC.
  10. Select Close.
  11. IRIS Elements populates the relevant details with information retrieved from HMRC. Make any changes as required. For help about the specific values needed, refer to the State pensions and benefits (SA100) article.
  12. Select Save changes.