Income from UK estate

This section is accessed via the data input tab within the tax return and is used to enter details of income from a UK estate. These figures should be provided on Form 185(Estate income).

  • Name of estate – enter the name of the estate.
  • Non savings income (after tax) – enter the figure from box 16 of Form 185(Estate income).
  • Savings income (after tax) – enter the figure from box 17 of Form 185(Estate income).
  • Dividend income (after tax) – enter the figure from box 18 of Form 185(Estate income).
  • Non-savings income taxed at non-repayable basic rate – enter the figure from box 19 of Form 185(Estate income).
  • Income taxed at 22% – enter the figure from box 20 of Form 185(Estate income).

Relief for residential finance costs

Relief for residential finance costs is entered by means of a grid:

  • Description of property business
  • Profits
  • Finance costs
  • Unrelieved costs b/fwd
  • Available for relief
  • Unrelieved costs c/fwd

Additional text note for Tax Return

Enter any additional information you wish to appear in the white space of the tax return.