UTR: Client | View | Tax tab | Tax reference (UTR)
NINO: Client | View | Tax tab | NI number
Employer Reference: Client | View | Tax tab | Employer reference
Date: No date is necessary for electronic returns- the date will be known upon electronic submission.
HM Revenue & Customs office address: Client | View | Tax tab | Tax district- click the magnifying glass and choose a tax district on the database provided by the HMRC.
Telephone: This is completed automatically as necessary after an HM Revenue & Customs office address has been chosen.
Issue address: Client | View | Address tab | complete address information
For Reference: Cannot be completed
for online submissions.
Box 1: Client | View | Date of birth
Box 2: Reliefs | Miscellaneous | Personal details | Details on Front of Tax Return | Tick box
Box 3: Reliefs | Miscellaneous | Personal Details | Daytime Phone Number - Either enter Client or Agent for the client or agent phone number saved in the system, or manually enter a phone number.
Box 4: This will be left blank as the NI Number will be populated as per the above.
Box 1 – 9: These boxes will be ticked automatically based upon data entry for each section in IRIS Personal Tax.
Box 9: The first option regarding supplementary pages will always automatically be ticked to Yes - this is because the Tax Calculation Summary pages are counted as supplementary pages.
The second option will be ticked to Yes automatically if the Additional Information (Ai) pages are produced.
Box 1: Interest | Complete income in a section within the Interest folder that is subject to tax, for example, UK Bank, Building Society, Distribution from UK Unit Trust
Box 2: Interest | Complete income in a section within the Interest folder that is not subject to tax, for example, Untaxed Bank Interest, Other Untaxed Interest
Box 3: Foreign | Dividends and Interest | Ensure the Interest box is ticked and then enter income.
This box will only be fulfilled if foreign interest is less than £2000 and this is the only source of foreign income. Otherwise this information will fulfil the foreign pages and this box will be blank
Box 4: Edit | Capital Assets | Highlight a shareholding and then click Dividends or click Add to create a new shareholding and then click Dividends | Add | Leave type selection as Cash and enter details.
Box 5: Edit | Capital Assets | Highlight a shareholding and click Edit or click Add to create a new shareholding | Ensure the Unit Trust box is ticked | Dividends | Add | Leave type as Cash and enter details.
Box 6: Foreign | Dividends and Interest | Ensure the Dividend box is ticked and then enter income.
This box will only be fulfilled if foreign dividends are less than £300 and this is the only source of foreign income. Otherwise this information will fulfil the foreign pages and this box will be blank
Box 7: Foreign | Dividends and Interest | Ensure the Dividend box is ticked and then enter the foreign tax deducted.
Box 8: Pensions and State Benefits | State Pension | Amount field.
This can be entered manually, or by selecting the frequency of payments and the payment per frequency
Box 9: Pensions and State Benefits | State Pension | Lump Sums: Gross Amount
Box 10: Pensions and State Benefits | State Pension | Lump Sums: Tax Taken Off
Box 11: Pensions and State Benefits | Other Pensions | Enter details of income
Box 12: Pensions and State Benefits | Other Pensions | Tax deducted field
Box 13: Pensions and State Benefits | Other State Benefits | Choose type 7 or 9 and enter amount.
Box 14: Pensions and State Benefits | Other State Benefits | Choose type 7 or 9 and enter UK tax paid.
Box 15: Pensions and State Benefits | Jobseeker’s Allowance
Box 16: Pensions and State Benefits | Other State Benefits | Choose a type other than 7 or 9.
Box 17: Other Income| Any Other Income or Profits | Enter income for types 1, 2, 4, 6, 7, 8, 10, 11, 12, 13, 17, 18, 19, 20 or 21.
Box 18: Other Income| Any Other Income or Profits | Enter allowable expense amount for types 1, 2, 4, 6, 7, 8, 10, 11, 12, 13, 17, 18, 19, 20 or 21.
Box 19: Other Income | Any Other Income or Profits | Enter tax deducted for types 1, 2, 4, 6, 7, 8, 10, 11, 12, 13, 17, 18, 19, 20 or 21.
Box 20: Other Income | Any Other Income or Profits | Enter income for type 23.
Box
21: Populated from the Description field for Other Income entries.
If there is not enough space in box 20, the information will be shown on box 19 page TR 7.
Box 1: Reliefs | Pension Contributions | Personal Pension Contributions | Net Amounts Actually Paid
Box 2: Reliefs | Pension Contributions | Retirement Annuity Premiums
Box 3: Reliefs | Pension Contributions | Contributions to Employer’s Schemes including NHS Superannuation
Box 4: Reliefs | Pension Contributions | Personal Pension Contributions | Contributions paid to a non-UK registered overseas pension scheme which is eligible for tax relief, and were not deducted from pay before tax
Box 5: Reliefs | Charitable Giving and Annuities | Gift Aid Donations
Box 6: Calculated automatically from the total of Gift Aid Donation entries that do not have a tick in the box Same payment to be made next year. See Schedules of Data for more information.
Box 7: Calculated automatically from the total of Gift Aid Donation entries where the 2013 tax year has been selected from the drop-down list For year ending 5th April. See Schedules of Data for more information.
Box 8: Box 8: Reliefs | Charitable Giving and Annuities | Gift Aid Donations | Date payment made- enter date after the 2014 tax year.
Box 9: Reliefs| Charitable Giving and Annuities | Gifts of Qualifying Investments to Charities | Tick Shares and Securities and enter details (Relief amount calculated as Total value of investment minus Amount received from charity plus Cost of sale).
Box 10: Reliefs| Charitable Giving and Annuities | Gifts of Qualifying Investments to Charities | Tick Real property and enter details (Relief amount calculated as Total value of investment minus Amount received from charity plus Cost of sale).
Box 11: Calculated automatically from the total of Gifts of Qualifying Investments to Charities where the Gifted to a non-UK charity box has been ticked. See Schedules of Data for more information.
Box 12: Calculated automatically from the total of Gift Aid Donations where the Gifted to a non-UK charity box has been ticked. See Schedules of Data for more information.
Boxes 13 & 14: Reliefs | Allowances | Blind Person’s Relief | Registered Blind
Boxes 15 & 16: Reliefs | Allowances | Blind Person’s Relief | Married Couple – Allocation and Transfer | Surplus Allowance Transferred -
Set to From Partner for box 15
Set to To Partner for box 16
Box 1: Reliefs | Miscellaneous | Tax Calculation | Student Loans | Select plan type
Box 2: Employment | Expenses | New - choose Type 10
Box 3: Reliefs| Miscellaneous | Tax Calculation | Student Loans- tick box Tick if you think the loan will be repaid within the next two years.
Box 1: Reliefs | Miscellaneous | High Income Child Benefit Charge - enter amount
Box 2: Reliefs | Miscellaneous | High Income Child Benefit Charge - enter number of children
Box 1: Reliefs | Miscellaneous | Tax Calculation | Tax Code and Overpaid, Underpaid and Repaid Tax | Tax refunded by tax office or DSS benefit agency
Box 2: Box is ticked by default. To untick:
Reliefs | Miscellaneous | Tax Calculation | Tax Code and Overpaid, Underpaid and Repaid Tax |Tick box Collect unpaid tax through tax code?
Box 3: Box is ticked by default. To untick:
Reliefs | Miscellaneous | Tax Calculation | Tax Code and Overpaid, Underpaid and Repaid Tax |Tick box Collect non-PAYE tax for next year through tax code?
For practice-wide settings for Repayment Claims that automatically apply to Personal Tax clients:
Setup | Repayment Claim- Choose, from the first three tick boxes, the circumstances in which the Repayment Claim information should be automatically completed on page TR 6.
Box 4: Setup | Repayment Claim | Bank/building society name
Box 5: Setup | Repayment Claim | Account name
Box 6: Setup | Repayment Claim | Sort code
Enter as 6 digits. Do not enter spaces or symbols
Box 7: Setup | Repayment Claim | Account number
Box 8: Setup | Repayment Claim | Building society reference
Box 9: Setup | Repayment Claim | Tick box the agent by cheque
If this box is ticked, the return cannot be submitted online. This is an HMRC restriction
Box 10: Ticked automatically.
Box 11: Ticked automatically.
Box 12: Completed automatically. For more information, go to Setup | Practice Options
Box 13: Completed automatically. For more information, go to Setup | Practice Options
Box 14: Cannot be completed for online submissions.
For individual settings for Repayment Claims that apply to the selected Personal Tax client:
Information entered through the below method will override the Repayment Claim settings entered through the above method for the selected Personal Tax client only
Reliefs
| Miscellaneous | Repayment
Claim- tick the Claim repayment
box.
Box 4: Reliefs | Miscellaneous | Repayment Claim | Tick Bank transfer box | Select bank account | Select B- Bank or C- Building Society | Select an existing account and click Change or click New | Name
Box 5: Reliefs | Miscellaneous | Repayment Claim | Holder’s Name
Box 6: Reliefs | Miscellaneous | Repayment Claim | Holder’s Name
Box 7: Reliefs | Miscellaneous | Repayment Claim | Number
Box 8: Reliefs | Miscellaneous | Repayment Claim | Tick Bank transfer box | Select bank account | Select C- Building Society | Select an existing account and click Change or click New | Reference
Box 9: Reliefs | Miscellaneous | Repayment Claim | Tick Cheque box.
Box 10: Reliefs | Miscellaneous | Repayment Claim | Tick Other Nominee box | Nominee name
Box 11: Reliefs | Miscellaneous | Repayment Claim | Tick Agent box.
Box 12: Reliefs | Miscellaneous | Repayment Claim | Tick Agent or Other Nominee box | Enter address details
Box 13: Reliefs | Miscellaneous | Repayment Claim | Tick Agent or Other Nominee box | Enter postcode details
Box 14: Cannot be completed for online submissions.
Box 15: Setup | Practice Options | Name
Box 16: Setup | Practice Options | Phone
Box 17: Setup | Practice Options | Address and Post Code
Box 18: Completed automatically.
Box 19: Reliefs | Miscellaneous | Additional Information | Main Return (SA100/R40)
Box 20: Reliefs | Miscellaneous | Additional Information | Main Return (SA100/R40) | Tick box Tax return contains provisional figures?
Box 21: Ticked automatically.
Box 22: Cannot be completed for online submissions.
Box 23: Reliefs | Miscellaneous | Personal Details | Acting Capacity | Acting Capacity
Box 24: Completed automatically.
Box 25: Reliefs | Miscellaneous | Personal Details | Acting Capacity | Name
Box 26: Reliefs | Miscellaneous | Personal Details | Acting Capacity | Address