Other UK untaxed income (SA800)

This screen is accessed via the data input tab within the tax return. Use this screen to return all untaxed income for the return period appropriate for the partnership. This information will complete the SA804 pages of the return.

Where there is more than one accounting period you can complete more than one set of ‘Partnership Savings’ pages, SA804, by returning to the data input tab and selecting ‘Other UK untaxed income’ and completing the data required.

Other untaxed income

  • Period start‘ Enter the date on which the accounting period starts, this should be the same as the date entered in the ‘Partnership trade/profession’ data sheet.
  • Period end‘ Enter the date on which the accounting period ends, this should be the same as the date entered in the ‘Partnership trade/profession’ data sheet.

Values are entered via a grid

  • Description‘ Enter a brief description of the income, this does not appear on the tax return
  • Income‘ Enter the amount of income received
  • Expense‘ Enter the amount of any expenses
  • Total‘ Taxfiler shows the sum of all the amounts entered.

To delete a line from the grid, click on the ‘trash can’ at the end of the line

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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