State pensions and benefits

This section is accessed from the data input tab within the tax return and allows entry of state pension and benefit entitlements for the year.

State Pension

  • Entitlement for year’ Enter the amount of state pension that you were entitled to receive for the tax year.
  • Lump sum’ If you deferred your State Pension for at least 12 months and chose to receive it as a one-off lump sum in the tax year, enter the gross amount. (A state pension lump sum does not get added to your taxable income so does not increase your total taxable income.)
  • Tax paid on lump sum‘ Enter any tax paid on the lump sum payment.

State Benefits

  • ‘Taxable Incapacity Benefit and Employment Support Allowance’ Include the taxable amount of any incapacity benefit from form P60(IB)(U) or P45(IB)(U). Incapacity benefit is not taxable in the first 28 weeks of incapacity, nor if the incapacity began before 13 April 1995 and Invalidity Benefit would have been payable. Also include contribution-based Employment and Support Allowance and ESA Time Limited Supplementary Payment (NI only) from form P60(IB)(U) or P45(IB)(U) from the Departments for Work and Pensions.
  • Tax taken off Incapacity Benefit’ Enter any tax taken off the Incapacity Benefit paid.
  • Job-seeker’s allowance’ Enter the taxable amount of Job-seeker’s Allowance found on a P60(U)(IB) or P45(U)(IB).
  • Widow’s Pension or Bereavement Allowance‘ Enter the amount of the pension or allowance received.
  • Widowed Mother’s or Widowed Parent’s Allowance‘ Enter the amount of the allowance received.
  • Industrial Death Benefit Pension‘ Enter the amount of pension received.
  • Carer’s Allowance’ Enter the amount of allowance received.

Statutory Pay

  • Statutory Sick Pay’ Enter any SSP that has been received, unless it was received from an employer (in which case include it in the employment section).
  • Statutory Maternity/Paternity Pay’ Enter any SMP that has been received, unless it was received from an employer (in which case include it in the employment section).
  • ‘Statutory Adoption Pay‘ Enter any SAP that has been received, unless it was received from an employer (in which case include it in the employment section).

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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