The information entered in this section populates the SA804 pages of the tax return.
Refer to the HMRC Self Assessment Partnership Tax Return (SA800) guidance if needed (opens in a new tab).
- Open the required tax return, then select the Data input tab.
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If the required section is listed, select it and skip the next step. If not, select Add a new section.
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On Choose a section to add, under Investment income, select UK taxed interest.
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Complete the section as follows, then select Save changes.
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.
Interest and alternative finance receipts paid with tax deducted
- Description - enter a brief description of the interest or alternative finance received, this information does not appear on the tax return.
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Amount received - enter the actual amount received, IRIS Elements Tax and Accounts will calculate the gross amount.
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Tax deducted - enter the amount of tax deducted.
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Total - the sum of the entries made is shown.
Interest from UK unit trusts, OEICs and investment trusts
This section applies to tax years up to and including 2019/20 only.
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Description - enter a brief description of the interest received from UK unit trusts, OEIC’s and investment trusts this information does not appear on the tax return.
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Amount received - enter the actual amount received, IRIS Elements Tax and Accounts will calculate the gross amount.
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Tax deducted - enter the amount of tax deducted.
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Total - IRIS Elements Tax and Accounts shows the sum of the entries made.
Other taxed savings income (except dividends)
Do not include any income from dividends this is entered under dividends.
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Description - enter a brief description of the other taxed savings income this information does not appear on the tax return.
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Amount received - enter the actual amount received, IRIS Elements Tax and Accounts will calculate the gross amount.
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Tax deducted - enter the amount of tax deducted.
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Total - IRIS Elements Tax and Accounts shows the sum of the entries made.