Married Couple’s Allowance

Use this section to claim Married Couple’s Allowance for the tax year.

For eligibility details please refer to HMRC guidance at: https://www.gov.uk/married-couples-allowance/eligibility

To enter a married couple’s allowance,

  • Select the Data input tab
  • Select +Add a new section button
  • A new window opens, scroll to the bottom to the allowances section and click on Married couple’s allowance
  •   A new window opens which needs to be completed

Who is claiming MCA?

  • Is the client the husband (or higher earner if married after 5 December 2005)?’ Tick the box if the taxpayer is the higher earner (or the husband).

Marriage details

  • Name of spouse’ Enter the name of the spouse or civil partner.
  • Spouse date of birth’ Enter the spouse or civil partner’s date of birth.
  • ‘Date of marriage (if during tax year)’ Enter the date of marriage if it was during the tax year.

If client lived with a previous spouse during the year

  • ‘Date of birth of previous spouse’ This is only required where the taxpayer was living with a previous spouse or civil partner in the year that is being filed, enter the date of birth of the previous spouse or previous partner.

Prior arrangements to share allowance

  • ‘Transfer HALF of allowance to lower income spouse?’ Tick the box if the taxpayer has previously elected to transfer half of the allowance to their spouse or civil partner.
  • ‘Transfer ALL of allowance to lower income spouse?’ Tick the box if the taxpayer has previously elected to transfer all of the allowance to their spouse or civil partner.

Transfer of surplus allowance

  • ‘Transfer surplus allowances to spouse?’ Tick this box to transfer any surplus allowance to the spouse or civil partner.
  • ‘Or the amount of surplus allowance to claim from spouse’ Enter the amount of surplus allowance to claim from the spouse or civil partner.

Using income losses against capital gains

Firstly, please ensure that you are making the best use of the losses before proceeding. Select the Capital gains tab from the data input screen Click on the Disposals tab, and enter the relevant information Click on the Capital Losses tab, and enter the amount of loss that you wish to set off against the […]

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Restricting access to clients

This feature is only available for multiuser accounts, it has been designed so that you can restrict user access for certain clients if required. Users with “edit client access” rights AND who have access to a client can assign or remove access rights via the Access tab on the client screen. The default is that […]

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User restrictions within Taxfiler

This function is only available for a multiuser license. Some functions within Taxfiler can be restricted from a user. From the SETTINGS icon select Users and select the user that you wish to edit Select Restrictions tab You will be presented with several functions which can be selected or removed via a tick box. For […]

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